Householder Group Estate & Retirement Specialist’s Franklin US Treasury Bond ETF FLGV Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-8,472	Closed	-$178K	–	762
2024 Q3	$178K	Buy	8,472 +15	+0.2%	+$312	0.05%	262
2024 Q2	$171K	Buy	8,457 +15	+0.2%	+$303	0.05%	262
2024 Q1	$173K	Sell	8,442 -367	-4%	-$7.53K	0.05%	257
2023 Q4	$183K	Buy	8,809 +17	+0.2%	+$343	0.06%	249
2023 Q3	$176K	Buy	+8,792	New	+$179K	0.06%	231

Other funds holding FLGV

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FLGV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Franklin US Treasury Bond ETF (FLGV) in Q4 2024, closing a stake of 8,472 shares — an estimated $178K sold.

Householder Group Estate & Retirement Specialist first reported a position in FLGV in Q3 2023 and held it in 5 quarters. The position peaked at $183K in Q4 2023. 32 funds tracked by Wall St. Rank hold FLGV as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Franklin US Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 8,472 Franklin US Treasury Bond ETF shares in Q4 2024, an estimated $178K.
Householder Group Estate & Retirement Specialist first reported a position in Franklin US Treasury Bond ETF in Q3 2023 and held it in 5 quarters.
Householder Group Estate & Retirement Specialist's Franklin US Treasury Bond ETF position peaked at $183K in Q4 2023.
32 funds tracked by Wall St. Rank held Franklin US Treasury Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.