IAA
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Independent Advisor Alliance’s Franklin US Core Bond ETF FLCB Stock Holding History

Independent Advisor Alliance’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
Q2 		– Sell
-112,937
Closed -$2.43M – 1229
2026
Q1 		$2.43M Buy
+112,937
New +$2.45M 0.03% 497

Other funds holding FLCB

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Advisor Alliance's FLCB Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Franklin US Core Bond ETF (FLCB) in Q2 2026, closing a stake of 112,937 shares — an estimated $2.43M sold.

Independent Advisor Alliance first reported a position in FLCB in Q1 2026 and held it in 1 quarter. The position peaked at $2.43M in Q1 2026. 80 funds tracked by Wall St. Rank hold FLCB as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Franklin US Core Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 112,937 Franklin US Core Bond ETF shares in Q2 2026, an estimated $2.43M.
  • Independent Advisor Alliance first reported a position in Franklin US Core Bond ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Franklin US Core Bond ETF position peaked at $2.43M in Q1 2026.
  • 80 funds tracked by Wall St. Rank held Franklin US Core Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.