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JT Stratford LLC’s Franklin Senior Loan ETF FLBL Stock Holding History

JT Stratford LLC’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 		– Sell
-25,478
Closed -$613K – 316
2025
Q1 		$613K Sell
25,478
-938
-4% -$22.7K 0.11% 182
2024
Q4 		$641K Sell
26,416
-1,874
-7% -$45.5K 0.11% 177
2024
Q3 		$687K Sell
28,290
-252
-0.9% -$6.12K 0.12% 173
2024
Q2 		$697K Buy
28,542
+610
+2% +$14.9K 0.13% 158
2024
Q1 		$684K Buy
27,932
+2,878
+11% +$70K 0.14% 169
2023
Q4 		$609K Buy
25,054
+5,918
+31% +$142K 0.14% 164
2023
Q3 		$460K Buy
19,136
+9,487
+98% +$228K 0.12% 172
2023
Q2 		$232K Buy
9,649
+268
+3% +$6.32K 0.06% 215
2023
Q1 		$224K Buy
+9,381
New +$222K 0.06% 211
2022
Q4 		– Sell
-12,582
Closed -$290K – 211
2022
Q3 		$290K Sell
12,582
-8,745
-41% -$207K 0.1% 164
2022
Q2 		$494K Buy
21,327
+7,250
+52% +$175K 0.16% 123
2022
Q1 		$347K Buy
+14,077
New +$349K 0.1% 155

Other funds holding FLBL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $544B AUM 28.31% 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

JT Stratford LLC's FLBL Position: Q2 2025 in Review

JT Stratford LLC sold out of Franklin Senior Loan ETF (FLBL) in Q2 2025, closing a stake of 25,478 shares — an estimated $613K sold.

JT Stratford LLC first reported a position in FLBL in Q1 2022 and held it in 12 quarters. The position peaked at $697K in Q2 2024. 132 funds tracked by Wall St. Rank hold FLBL as of Q2 2025.

  • JT Stratford LLC reported no remaining Franklin Senior Loan ETF position as of Q2 2025 after selling out during the quarter.
  • JT Stratford LLC sold 25,478 Franklin Senior Loan ETF shares in Q2 2025, an estimated $613K.
  • JT Stratford LLC first reported a position in Franklin Senior Loan ETF in Q1 2022 and held it in 12 quarters.
  • JT Stratford LLC's Franklin Senior Loan ETF position peaked at $697K in Q2 2024.
  • 132 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2025.

Based on JT Stratford LLC's 13F filing for Q2 2025, filed 13 Aug 2025.