GWS
FLCB icon

Glassman Wealth Services’s Franklin US Core Bond ETF FLCB Stock Holding History

Glassman Wealth Services’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
2022
Q1 		– Sell
-61
Closed -$2K – 1731
2021
Q4 		$2K Hold
61
– – ﹤0.01% 1194
2021
Q3 		$2K Hold
61
– – ﹤0.01% 1163
2021
Q2 		$2K Hold
61
– – ﹤0.01% 1140
2021
Q1 		$2K Buy
+61
New +$1.57K ﹤0.01% 1091

Other funds holding FLCB

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Glassman Wealth Services's FLCB Position: Q1 2022 in Review

Glassman Wealth Services sold out of Franklin US Core Bond ETF (FLCB) in Q1 2022, closing a stake of 61 shares — an estimated $2K sold.

Glassman Wealth Services first reported a position in FLCB in Q1 2021 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 21 funds tracked by Wall St. Rank hold FLCB as of Q1 2022.

  • Glassman Wealth Services reported no remaining Franklin US Core Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 61 Franklin US Core Bond ETF shares in Q1 2022, an estimated $2K.
  • Glassman Wealth Services first reported a position in Franklin US Core Bond ETF in Q1 2021 and held it in 4 quarters.
  • Glassman Wealth Services's Franklin US Core Bond ETF position peaked at $2K in Q4 2021.
  • 21 funds tracked by Wall St. Rank held Franklin US Core Bond ETF as of Q1 2022.

Based on Glassman Wealth Services's 13F filing for Q1 2022, filed 14 Apr 2022.