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 Q2	–	Sell	-80,286	Closed	-$1.64M	–	1230
2026 Q1	$1.64M	Buy	+80,286	New	+$1.65M	0.02%	623

Other funds holding FLGV

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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 $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Independent Advisor Alliance sold out of Franklin US Treasury Bond ETF (FLGV) in Q2 2026, closing a stake of 80,286 shares — an estimated $1.64M sold.

Independent Advisor Alliance first reported a position in FLGV in Q1 2026 and held it in 1 quarter. The position peaked at $1.64M in Q1 2026. 51 funds tracked by Wall St. Rank hold FLGV as of Q2 2026.

Independent Advisor Alliance reported no remaining Franklin US Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 80,286 Franklin US Treasury Bond ETF shares in Q2 2026, an estimated $1.64M.
Independent Advisor Alliance first reported a position in Franklin US Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
Independent Advisor Alliance's Franklin US Treasury Bond ETF position peaked at $1.64M in Q1 2026.
51 funds tracked by Wall St. Rank held Franklin US Treasury Bond ETF as of Q2 2026.

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