Avantax Advisory Services’s Franklin US Treasury Bond ETF FLGV Stock Holding History

Avantax Advisory Services’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
2025 Q2	$644K	Buy	31,332 +4,077	+15%	+$83K	﹤0.01%	1437
2025 Q1	$561K	Buy	27,255 +6,100	+29%	+$124K	﹤0.01%	1435
2024 Q4	$426K	Buy	21,155 +4,328	+26%	+$88.5K	﹤0.01%	1553
2024 Q3	$354K	Buy	+16,827	New	+$350K	﹤0.01%	1641

Other funds holding FLGV

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

FHC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Avantax Advisory Services's FLGV Position: Q2 2025 in Review

Avantax Advisory Services increased its Franklin US Treasury Bond ETF (FLGV) stake by 15% in Q2 2025, buying an estimated $83K and bringing the position to 31,332 shares worth $644K. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Avantax Advisory Services first reported a position in FLGV in Q3 2024 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold FLGV as of Q2 2025.

Avantax Advisory Services held 31,332 shares of Franklin US Treasury Bond ETF worth $644K as of Q2 2025.
Avantax Advisory Services bought 4,077 Franklin US Treasury Bond ETF shares in Q2 2025, an estimated $83K.
Franklin US Treasury Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1437 holding.
Avantax Advisory Services first reported a position in Franklin US Treasury Bond ETF in Q3 2024 and has held it in 4 quarters since.
34 funds tracked by Wall St. Rank held Franklin US Treasury Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.