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 Q2	$10.2M	Buy	500,532 +29,278	+6%	+$594K	0.09%	254
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 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

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

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Concurrent Investment Advisors's FLGV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Franklin US Treasury Bond ETF (FLGV) stake by 6.2% in Q2 2026, buying an estimated $594K and bringing the position to 500,532 shares worth $10.2M. The position accounts for 0.09% of the portfolio, ranked #254.

Concurrent Investment Advisors first reported a position in FLGV in Q1 2024 and has held it in 10 quarters since. 51 funds tracked by Wall St. Rank hold FLGV as of Q2 2026.

Concurrent Investment Advisors held 500,532 shares of Franklin US Treasury Bond ETF worth $10.2M as of Q2 2026.
Concurrent Investment Advisors bought 29,278 Franklin US Treasury Bond ETF shares in Q2 2026, an estimated $594K.
Franklin US Treasury Bond ETF made up 0.09% of Concurrent Investment Advisors's portfolio in Q2 2026, its #254 holding.
Concurrent Investment Advisors first reported a position in Franklin US Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
51 funds tracked by Wall St. Rank held Franklin US Treasury Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.