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Lockerman Financial Group’s Franklin US Core Bond ETF FLCB Stock Holding History

Lockerman Financial Group’s Portfolio FLCB Stock Details FLCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,550
Closed -$433K – 116
2024
Q4 		$433K Sell
20,550
-4,922
-19% -$105K 0.74% 41
2024
Q3 		$561K Sell
25,472
-42
-0.2% -$911 0.95% 32
2024
Q2 		$539K Sell
25,514
-4,594
-15% -$96.5K 0.98% 30
2024
Q1 		$643K Sell
30,108
-895
-3% -$19.1K 1.23% 20
2023
Q4 		$670K Sell
31,003
-1,447
-4% -$30K 1.55% 15
2023
Q3 		$666K Buy
32,450
+284
+0.9% +$5.97K 1.79% 14
2023
Q2 		$688K Sell
32,166
-368
-1% -$7.94K 1.91% 14
2023
Q1 		$707K Sell
32,534
-544
-2% -$11.7K 1.95% 15
2022
Q4 		$700K Buy
33,078
+2,408
+8% +$50.7K 2.04% 15
2022
Q3 		$643K Buy
30,670
+2,270
+8% +$49.9K 1.85% 15
2022
Q2 		$629K Buy
28,400
+15,593
+122% +$350K 2.01% 12
2022
Q1 		$300K Buy
+12,807
New +$309K 0.81% 34

Other funds holding FLCB

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lockerman Financial Group's FLCB Position: Q1 2025 in Review

Lockerman Financial Group sold out of Franklin US Core Bond ETF (FLCB) in Q1 2025, closing a stake of 20,550 shares — an estimated $433K sold.

Lockerman Financial Group first reported a position in FLCB in Q1 2022 and held it in 12 quarters. The position peaked at $707K in Q1 2023. 56 funds tracked by Wall St. Rank hold FLCB as of Q1 2025.

  • Lockerman Financial Group reported no remaining Franklin US Core Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 20,550 Franklin US Core Bond ETF shares in Q1 2025, an estimated $433K.
  • Lockerman Financial Group first reported a position in Franklin US Core Bond ETF in Q1 2022 and held it in 12 quarters.
  • Lockerman Financial Group's Franklin US Core Bond ETF position peaked at $707K in Q1 2023.
  • 56 funds tracked by Wall St. Rank held Franklin US Core Bond ETF as of Q1 2025.

Based on Lockerman Financial Group's 13F filing for Q1 2025, filed 17 Apr 2025.