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IronOak Wealth’s Franklin Senior Loan ETF FLBL Stock Holding History

IronOak Wealth’s Portfolio FLBL Stock Details FLBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.74M Buy
+72,007
New +$1.72M 1.7% 25

Other funds holding FLBL

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

IronOak Wealth's FLBL Position: Q2 2025 in Review

IronOak Wealth opened a new position in Franklin Senior Loan ETF (FLBL) in Q2 2025: 72,007 shares worth $1.74M. The stake represents 1.7% of the portfolio and ranks #25 among its holdings.

132 funds tracked by Wall St. Rank hold FLBL as of Q2 2025.

  • IronOak Wealth held 72,007 shares of Franklin Senior Loan ETF worth $1.74M as of Q2 2025.
  • Franklin Senior Loan ETF was a new IronOak Wealth position in Q2 2025.
  • Franklin Senior Loan ETF made up 1.7% of IronOak Wealth's portfolio in Q2 2025, its #25 holding.
  • 132 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.