GM
FLCB icon

GeoWealth Management’s Franklin US Core Bond ETF FLCB Stock Holding History

GeoWealth Management’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
Q1 		– Sell
-16,527
Closed -$357K – 869
2025
Q4 		$357K Buy
+16,527
New +$359K 0.01% 516

Other funds holding FLCB

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

GeoWealth Management's FLCB Position: Q1 2026 in Review

GeoWealth Management sold out of Franklin US Core Bond ETF (FLCB) in Q1 2026, closing a stake of 16,527 shares — an estimated $357K sold.

GeoWealth Management first reported a position in FLCB in Q4 2025 and held it in 1 quarter. The position peaked at $357K in Q4 2025. 79 funds tracked by Wall St. Rank hold FLCB as of Q1 2026.

  • GeoWealth Management reported no remaining Franklin US Core Bond ETF position as of Q1 2026 after selling out during the quarter.
  • GeoWealth Management sold 16,527 Franklin US Core Bond ETF shares in Q1 2026, an estimated $357K.
  • GeoWealth Management first reported a position in Franklin US Core Bond ETF in Q4 2025 and held it in 1 quarter.
  • GeoWealth Management's Franklin US Core Bond ETF position peaked at $357K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Franklin US Core Bond ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.