IHT Wealth Management’s Franklin Senior Loan ETF FLBL Stock Holding History

IHT Wealth Management’s Portfolio FLBL Stock Details FLBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-27,819	Closed	-$652K	–	1286
2025 Q4	$652K	Sell	27,819 -23,925	-46%	-$567K	0.02%	676
2025 Q3	$1.24M	Sell	51,744 -1,199	-2%	-$29K	0.03%	469
2025 Q2	$1.28M	Buy	52,943 +186	+0.4%	+$4.45K	0.04%	433
2025 Q1	$1.27M	Buy	52,757 +14,578	+38%	+$353K	0.04%	409
2024 Q4	$926K	Buy	38,179 +2,597	+7%	+$63.1K	0.03%	478
2024 Q3	$863K	Buy	35,582 +11,551	+48%	+$281K	0.02%	538
2024 Q2	$587K	Buy	24,031 +2,494	+12%	+$60.8K	0.02%	586
2024 Q1	$528K	Buy	21,537 +5,567	+35%	+$135K	0.02%	615
2023 Q4	$388K	Buy	+15,970	New	+$384K	0.02%	678

Other funds holding FLBL

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return

IHT Wealth Management's FLBL Position: Q1 2026 in Review

IHT Wealth Management sold out of Franklin Senior Loan ETF (FLBL) in Q1 2026, closing a stake of 27,819 shares — an estimated $652K sold.

IHT Wealth Management first reported a position in FLBL in Q4 2023 and held it in 9 quarters. The position peaked at $1.28M in Q2 2025. 119 funds tracked by Wall St. Rank hold FLBL as of Q1 2026.

IHT Wealth Management reported no remaining Franklin Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
IHT Wealth Management sold 27,819 Franklin Senior Loan ETF shares in Q1 2026, an estimated $652K.
IHT Wealth Management first reported a position in Franklin Senior Loan ETF in Q4 2023 and held it in 9 quarters.
IHT Wealth Management's Franklin Senior Loan ETF position peaked at $1.28M in Q2 2025.
119 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.