IAA
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Independent Advisor Alliance’s Franklin Ultra Short Bond ETF FLUD Stock Holding History

Independent Advisor Alliance’s Portfolio FLUD Stock Details FLUD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-74,477
Closed -$1.86M – 1238
2026
Q1 		$1.86M Buy
+74,477
New +$1.86M 0.02% 581

Other funds holding FLUD

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Independent Advisor Alliance sold out of Franklin Ultra Short Bond ETF (FLUD) in Q2 2026, closing a stake of 74,477 shares — an estimated $1.86M sold.

Independent Advisor Alliance first reported a position in FLUD in Q1 2026 and held it in 1 quarter. The position peaked at $1.86M in Q1 2026. 28 funds tracked by Wall St. Rank hold FLUD as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Franklin Ultra Short Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 74,477 Franklin Ultra Short Bond ETF shares in Q2 2026, an estimated $1.86M.
  • Independent Advisor Alliance first reported a position in Franklin Ultra Short Bond ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Franklin Ultra Short Bond ETF position peaked at $1.86M in Q1 2026.
  • 28 funds tracked by Wall St. Rank held Franklin Ultra Short Bond ETF as of Q2 2026.

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