Anchor Pointe Wealth Management’s Franklin US Core Bond ETF FLCB Stock Holding History

Anchor Pointe Wealth Management’s Portfolio FLCB Stock Details FLCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$802K	Buy	+38,028	New	+$814K	1.04%	30

Other funds holding FLCB

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Anchor Pointe Wealth Management's FLCB Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in Franklin US Core Bond ETF (FLCB) in Q4 2024: 38,028 shares worth $802K. The stake represents 1.04% of the portfolio and ranks #30 among its holdings.

52 funds tracked by Wall St. Rank hold FLCB as of Q4 2024.

Anchor Pointe Wealth Management held 38,028 shares of Franklin US Core Bond ETF worth $802K as of Q4 2024.
Franklin US Core Bond ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
Franklin US Core Bond ETF made up 1.04% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #30 holding.
52 funds tracked by Wall St. Rank held Franklin US Core Bond ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.