FHC
FLGV icon

First Heartland Consultants’s Franklin US Treasury Bond ETF FLGV Stock Holding History

First Heartland Consultants’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 		$9.09M Buy
448,314
+15,683
+4% +$318K 0.59% 44
2026
Q1 		$8.84M Buy
432,631
+13,930
+3% +$286K 0.68% 37
2025
Q4 		$8.59M Buy
418,701
+8,127
+2% +$168K 0.65% 40
2025
Q3 		$8.47M Sell
410,574
-61,639
-13% -$1.26M 0.68% 38
2025
Q2 		$9.7M Sell
472,213
-4,658
-1% -$94.9K 0.86% 29
2025
Q1 		$9.81M Sell
476,871
-287,543
-38% -$5.83M 1.01% 23
2024
Q4 		$15.4M Buy
+764,414
New +$15.6M 1.58% 14

Other funds holding FLGV

FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $145M AUM
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

First Heartland Consultants's FLGV Position: Q2 2026 in Review

First Heartland Consultants increased its Franklin US Treasury Bond ETF (FLGV) stake by 3.6% in Q2 2026, buying an estimated $318K and bringing the position to 448,314 shares worth $9.09M. The position accounts for 0.59% of the portfolio, ranked #44.

First Heartland Consultants first reported a position in FLGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.4M in Q4 2024. 11 funds tracked by Wall St. Rank hold FLGV as of Q2 2026.

  • First Heartland Consultants held 448,314 shares of Franklin US Treasury Bond ETF worth $9.09M as of Q2 2026.
  • First Heartland Consultants bought 15,683 Franklin US Treasury Bond ETF shares in Q2 2026, an estimated $318K.
  • Franklin US Treasury Bond ETF made up 0.59% of First Heartland Consultants's portfolio in Q2 2026, its #44 holding.
  • First Heartland Consultants first reported a position in Franklin US Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • First Heartland Consultants's Franklin US Treasury Bond ETF position peaked at $15.4M in Q4 2024.
  • 11 funds tracked by Wall St. Rank held Franklin US Treasury Bond ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.