Concurrent Investment Advisors’s Franklin US Treasury Bond ETF FLGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.97M | Buy |
339,010
+38,273
| +13% | +$787K | 0.13% | 162 |
|
|
2025
Q1 | $6.18M | Buy |
300,737
+77,513
| +35% | +$1.59M | 0.15% | 145 |
|
|
2024
Q4 | $4.49M | Buy |
223,224
+66,578
| +43% | +$1.34M | 0.12% | 174 |
|
|
2024
Q3 | $3.3M | Buy |
156,646
+81,209
| +108% | +$1.71M | 0.1% | 214 |
|
|
2024
Q2 | $1.53M | Buy |
75,437
+62,465
| +482% | +$1.27M | 0.05% | 338 |
|
|
2024
Q1 | $266K | Buy |
+12,972
| New | +$266K | 0.01% | 703 |
|