Coastal Bridge Advisors’s Franklin US Treasury Bond ETF FLGV Stock Holding History

Coastal Bridge Advisors’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	$2.52M	Buy	124,322 +89,015	+252%	+$1.81M	0.16%	144
2026 Q1	$721K	Buy	+35,307	New	+$726K	0.05%	257

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

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

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Coastal Bridge Advisors's FLGV Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Franklin US Treasury Bond ETF (FLGV) stake by 252% in Q2 2026, buying an estimated $1.81M and bringing the position to 124,322 shares worth $2.52M. The position accounts for 0.16% of the portfolio, ranked #144.

Coastal Bridge Advisors first reported a position in FLGV in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold FLGV as of Q2 2026.

Coastal Bridge Advisors held 124,322 shares of Franklin US Treasury Bond ETF worth $2.52M as of Q2 2026.
Coastal Bridge Advisors bought 89,015 Franklin US Treasury Bond ETF shares in Q2 2026, an estimated $1.81M.
Franklin US Treasury Bond ETF made up 0.16% of Coastal Bridge Advisors's portfolio in Q2 2026, its #144 holding.
Coastal Bridge Advisors first reported a position in Franklin US Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
51 funds tracked by Wall St. Rank held Franklin US Treasury Bond ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.