Congress Wealth Management’s Franklin US Treasury Bond ETF FLGV Stock Holding History

Congress Wealth Management’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	$13.4M	Buy	653,282 +41,124	+7%	+$838K	0.13%	187
2025 Q1	$12.6M	Sell	612,158 -3,391	-0.6%	-$68.8K	0.15%	169
2024 Q4	$12.4M	Sell	615,549 -454	-0.1%	-$9.28K	0.17%	173
2024 Q3	$13M	Sell	616,003 -359,369	-37%	-$7.48M	0.17%	176
2024 Q2	$19.8M	Buy	975,372 +4,230	+0.4%	+$85.4K	0.32%	80
2024 Q1	$19.9M	Buy	971,142 +138,571	+17%	+$2.84M	0.34%	69
2023 Q4	$17.3M	Sell	832,571 -29,031	-3%	-$585K	0.32%	74
2023 Q3	$17.2M	Buy	861,602 +25,908	+3%	+$529K	0.36%	64
2023 Q2	$17.4M	Buy	835,694 +818,315	+4,709%	+$17.2M	0.4%	56
2023 Q1	$369K	Sell	17,379 -1,563	-8%	-$32.8K	0.01%	455
2022 Q4	$392K	Sell	18,942 -17	-0.1%	-$353	0.01%	437
2022 Q3	$395K	Buy	+18,959	New	+$409K	0.01%	431

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Congress Wealth Management's FLGV Position: Q2 2025 in Review

Congress Wealth Management increased its Franklin US Treasury Bond ETF (FLGV) stake by 6.7% in Q2 2025, buying an estimated $838K and bringing the position to 653,282 shares worth $13.4M. The position accounts for 0.13% of the portfolio, ranked #187.

Congress Wealth Management first reported a position in FLGV in Q3 2022 and has held it in 12 quarters since. The position peaked at $19.9M in Q1 2024. 34 funds tracked by Wall St. Rank hold FLGV as of Q2 2025.

Congress Wealth Management held 653,282 shares of Franklin US Treasury Bond ETF worth $13.4M as of Q2 2025.
Congress Wealth Management bought 41,124 Franklin US Treasury Bond ETF shares in Q2 2025, an estimated $838K.
Franklin US Treasury Bond ETF made up 0.13% of Congress Wealth Management's portfolio in Q2 2025, its #187 holding.
Congress Wealth Management first reported a position in Franklin US Treasury Bond ETF in Q3 2022 and has held it in 12 quarters since.
Congress Wealth Management's Franklin US Treasury Bond ETF position peaked at $19.9M in Q1 2024.
34 funds tracked by Wall St. Rank held Franklin US Treasury Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.