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

KWB 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
2026
Q2 		$382K Sell
16,673
-6,440
-28% -$148K 0.03% 124
2026
Q1 		$541K Sell
23,113
-312
-1% -$7.22K 0.05% 92
2025
Q4 		$549K Buy
23,425
+12,266
+110% +$291K 0.05% 96
2025
Q3 		$270K Buy
+11,159
New +$270K 0.03% 132

Other funds holding FLBL

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
CFP
Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

KWB Wealth's FLBL Position: Q2 2026 in Review

KWB Wealth reduced its Franklin Senior Loan ETF (FLBL) stake by 28% in Q2 2026, selling an estimated $148K and leaving 16,673 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #124.

KWB Wealth first reported a position in FLBL in Q3 2025 and has held it in 4 quarters since. The position peaked at $549K in Q4 2025. 122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

  • KWB Wealth held 16,673 shares of Franklin Senior Loan ETF worth $382K as of Q2 2026.
  • KWB Wealth sold 6,440 Franklin Senior Loan ETF shares in Q2 2026, an estimated $148K.
  • Franklin Senior Loan ETF made up 0.03% of KWB Wealth's portfolio in Q2 2026, its #124 holding.
  • KWB Wealth first reported a position in Franklin Senior Loan ETF in Q3 2025 and has held it in 4 quarters since.
  • KWB Wealth's Franklin Senior Loan ETF position peaked at $549K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.