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 Q1	$1.86M	Buy	+74,477	New	+$1.86M	0.02%	581

Other funds holding FLUD

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Independent Advisor Alliance opened a new position in Franklin Ultra Short Bond ETF (FLUD) in Q1 2026: 74,477 shares worth $1.86M. The stake represents 0.02% of the portfolio and ranks #581 among its holdings.

16 funds tracked by Wall St. Rank hold FLUD as of Q1 2026.

Independent Advisor Alliance held 74,477 shares of Franklin Ultra Short Bond ETF worth $1.86M as of Q1 2026.
Franklin Ultra Short Bond ETF was a new Independent Advisor Alliance position in Q1 2026.
Franklin Ultra Short Bond ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #581 holding.
16 funds tracked by Wall St. Rank held Franklin Ultra Short Bond ETF as of Q1 2026.

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