Envestnet Portfolio Solutions’s Franklin US Core Bond ETF FLCB Stock Holding History

Envestnet Portfolio Solutions’s Portfolio FLCB Stock Details FLCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$792K	Sell	37,030 -1,042	-3%	-$22.3K	﹤0.01%	800
2026 Q1	$818K	Buy	38,072 +2,619	+7%	+$56.7K	﹤0.01%	705
2025 Q4	$767K	Sell	35,453 -25,773	-42%	-$560K	﹤0.01%	871
2025 Q3	$1.33M	Sell	61,226 -49,581	-45%	-$1.07M	﹤0.01%	652
2025 Q2	$2.38M	Sell	110,807 -67,296	-38%	-$1.43M	0.01%	513
2025 Q1	$3.83M	Buy	178,103 +8,852	+5%	+$188K	0.01%	432
2024 Q4	$3.57M	Buy	169,251 +10,963	+7%	+$235K	0.01%	485
2024 Q3	$3.48M	Buy	158,288 +33,884	+27%	+$735K	0.01%	497
2024 Q2	$2.63M	Buy	124,404 +31,416	+34%	+$660K	0.01%	560
2024 Q1	$1.98M	Buy	92,988 +16,506	+22%	+$352K	0.01%	640
2023 Q4	$1.65M	Buy	76,482 +7,579	+11%	+$157K	0.01%	640
2023 Q3	$1.41M	Buy	+68,903	New	+$1.45M	0.01%	655

Other funds holding FLCB

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Portfolio Solutions's FLCB Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Franklin US Core Bond ETF (FLCB) stake by 2.7% in Q2 2026, selling an estimated $22.3K and leaving 37,030 shares worth $792K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Envestnet Portfolio Solutions first reported a position in FLCB in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.83M in Q1 2025. 29 funds tracked by Wall St. Rank hold FLCB as of Q2 2026.

Envestnet Portfolio Solutions held 37,030 shares of Franklin US Core Bond ETF worth $792K as of Q2 2026.
Envestnet Portfolio Solutions sold 1,042 Franklin US Core Bond ETF shares in Q2 2026, an estimated $22.3K.
Franklin US Core Bond ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #800 holding.
Envestnet Portfolio Solutions first reported a position in Franklin US Core Bond ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Franklin US Core Bond ETF position peaked at $3.83M in Q1 2025.
29 funds tracked by Wall St. Rank held Franklin US Core Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.