Independent Advisor Alliance’s Franklin US Treasury Bond ETF FLGV Stock Holding History

Independent Advisor Alliance’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
2026 Q1	$1.64M	Buy	+80,286	New	+$1.65M	0.02%	623

Other funds holding FLGV

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Independent Advisor Alliance's FLGV Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Franklin US Treasury Bond ETF (FLGV) in Q1 2026: 80,286 shares worth $1.64M. The stake represents 0.02% of the portfolio and ranks #623 among its holdings.

49 funds tracked by Wall St. Rank hold FLGV as of Q1 2026.

Independent Advisor Alliance held 80,286 shares of Franklin US Treasury Bond ETF worth $1.64M as of Q1 2026.
Franklin US Treasury Bond ETF was a new Independent Advisor Alliance position in Q1 2026.
Franklin US Treasury Bond ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #623 holding.
49 funds tracked by Wall St. Rank held Franklin US Treasury Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.