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Key Financial Inc’s Franklin US Treasury Bond ETF FLGV Stock Holding History

Key Financial Inc’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
-2,620
Closed -$53.5K – 1381
2026
Q1 		$53.5K Hold
2,620
– – 0.01% 512
2025
Q4 		$53.8K Hold
2,620
– – 0.01% 501
2025
Q3 		$54.1K Sell
2,620
-2,445
-48% -$50.1K 0.01% 502
2025
Q2 		$104K Hold
5,065
– – 0.02% 376
2025
Q1 		$104K Hold
5,065
– – 0.02% 351
2024
Q4 		$102K Hold
5,065
– – 0.02% 344
2024
Q3 		$107K Hold
5,065
– – 0.02% 342
2024
Q2 		$103K Hold
5,065
– – 0.02% 335
2024
Q1 		$104K Hold
5,065
– – 0.03% 321
2023
Q4 		$105K Hold
5,065
– – 0.03% 301
2023
Q3 		$101K Hold
5,065
– – 0.03% 285
2023
Q2 		$105K Hold
5,065
– – 0.03% 281
2023
Q1 		$108K Buy
+5,065
New +$106K 0.04% 267

Other funds holding FLGV

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
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Key Financial Inc's FLGV Position: Q2 2026 in Review

Key Financial Inc sold out of Franklin US Treasury Bond ETF (FLGV) in Q2 2026, closing a stake of 2,620 shares — an estimated $53.5K sold.

Key Financial Inc first reported a position in FLGV in Q1 2023 and held it in 13 quarters. The position peaked at $108K in Q1 2023. 18 funds tracked by Wall St. Rank hold FLGV as of Q2 2026.

  • Key Financial Inc reported no remaining Franklin US Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Key Financial Inc sold 2,620 Franklin US Treasury Bond ETF shares in Q2 2026, an estimated $53.5K.
  • Key Financial Inc first reported a position in Franklin US Treasury Bond ETF in Q1 2023 and held it in 13 quarters.
  • Key Financial Inc's Franklin US Treasury Bond ETF position peaked at $108K in Q1 2023.
  • 18 funds tracked by Wall St. Rank held Franklin US Treasury Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.