Aprio Wealth Management’s Franklin US Treasury Bond ETF FLGV Stock Holding History

Aprio Wealth Management’s Portfolio FLGV Stock Details FLGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$220K	Sell	10,870 -155	-1%	-$3.15K	0.01%	601
2026 Q1	$225K	Buy	11,025 +11	+0.1%	+$226	0.01%	572
2025 Q4	$226K	Buy	11,014 +21	+0.2%	+$434	0.01%	500
2025 Q3	$227K	Sell	10,993 -277	-2%	-$5.68K	0.02%	397
2025 Q2	$232K	Sell	11,270 -866	-7%	-$17.6K	0.03%	358
2025 Q1	$250K	Buy	+12,136	New	+$246K	0.03%	309

Other funds holding FLGV

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Aprio Wealth Management's FLGV Position: Q2 2026 in Review

Aprio Wealth Management reduced its Franklin US Treasury Bond ETF (FLGV) stake by 1.4% in Q2 2026, selling an estimated $3.15K and leaving 10,870 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #601.

Aprio Wealth Management first reported a position in FLGV in Q1 2025 and has held it in 6 quarters since. The position peaked at $250K in Q1 2025. 51 funds tracked by Wall St. Rank hold FLGV as of Q2 2026.

Aprio Wealth Management held 10,870 shares of Franklin US Treasury Bond ETF worth $220K as of Q2 2026.
Aprio Wealth Management sold 155 Franklin US Treasury Bond ETF shares in Q2 2026, an estimated $3.15K.
Franklin US Treasury Bond ETF made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #601 holding.
Aprio Wealth Management first reported a position in Franklin US Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Aprio Wealth Management's Franklin US Treasury Bond ETF position peaked at $250K in Q1 2025.
51 funds tracked by Wall St. Rank held Franklin US Treasury Bond ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.