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Concurrent Investment Advisors’s Franklin US Treasury Bond ETF FLGV Stock Holding History

Concurrent Investment 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
Q1 		$9.63M Buy
471,254
+46,359
+11% +$953K 0.1% 213
2025
Q4 		$8.72M Buy
424,895
+30,542
+8% +$631K 0.1% 219
2025
Q3 		$8.14M Buy
394,353
+55,343
+16% +$1.13M 0.14% 150
2025
Q2 		$6.97M Buy
339,010
+38,273
+13% +$779K 0.13% 163
2025
Q1 		$6.18M Buy
300,737
+77,513
+35% +$1.57M 0.15% 146
2024
Q4 		$4.49M Buy
223,224
+66,578
+43% +$1.36M 0.12% 175
2024
Q3 		$3.3M Buy
156,646
+81,209
+108% +$1.69M 0.1% 216
2024
Q2 		$1.53M Buy
75,437
+62,465
+482% +$1.26M 0.05% 341
2024
Q1 		$266K Buy
+12,972
New +$266K 0.01% 708

Other funds holding FLGV

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

Concurrent Investment Advisors's FLGV Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Franklin US Treasury Bond ETF (FLGV) stake by 11% in Q1 2026, buying an estimated $953K and bringing the position to 471,254 shares worth $9.63M. The position accounts for 0.1% of the portfolio, ranked #213.

Concurrent Investment Advisors first reported a position in FLGV in Q1 2024 and has held it in 9 quarters since. 49 funds tracked by Wall St. Rank hold FLGV as of Q1 2026.

  • Concurrent Investment Advisors held 471,254 shares of Franklin US Treasury Bond ETF worth $9.63M as of Q1 2026.
  • Concurrent Investment Advisors bought 46,359 Franklin US Treasury Bond ETF shares in Q1 2026, an estimated $953K.
  • Franklin US Treasury Bond ETF made up 0.1% of Concurrent Investment Advisors's portfolio in Q1 2026, its #213 holding.
  • Concurrent Investment Advisors first reported a position in Franklin US Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 49 funds tracked by Wall St. Rank held Franklin US Treasury Bond ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.