Lockerman Financial Group’s Franklin US Treasury Bond ETF FLGV Stock Holding History

Lockerman Financial Group’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
2025 Q1	–	Sell	-15,058	Closed	-$303K	–	117
2024 Q4	$303K	Sell	15,058 -472	-3%	-$9.65K	0.52%	67
2024 Q3	$327K	Buy	15,530 +54	+0.3%	+$1.12K	0.55%	61
2024 Q2	$314K	Buy	15,476 +5,031	+48%	+$102K	0.57%	58
2024 Q1	$214K	Sell	10,445 -165	-2%	-$3.39K	0.41%	99
2023 Q4	$221K	Sell	10,610 -525	-5%	-$10.6K	0.51%	77
2023 Q3	$223K	Buy	+11,135	New	+$227K	0.6%	67
2022 Q2	–	Sell	-11,231	Closed	-$254K	–	67
2022 Q1	$254K	Buy	+11,231	New	+$261K	0.69%	51

Other funds holding FLGV

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

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

Lockerman Financial Group sold out of Franklin US Treasury Bond ETF (FLGV) in Q1 2025, closing a stake of 15,058 shares — an estimated $303K sold.

Lockerman Financial Group first reported a position in FLGV in Q1 2022 and held it in 7 quarters. The position peaked at $327K in Q3 2024. 35 funds tracked by Wall St. Rank hold FLGV as of Q1 2025.

Lockerman Financial Group reported no remaining Franklin US Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Lockerman Financial Group sold 15,058 Franklin US Treasury Bond ETF shares in Q1 2025, an estimated $303K.
Lockerman Financial Group first reported a position in Franklin US Treasury Bond ETF in Q1 2022 and held it in 7 quarters.
Lockerman Financial Group's Franklin US Treasury Bond ETF position peaked at $327K in Q3 2024.
35 funds tracked by Wall St. Rank held Franklin US Treasury Bond ETF as of Q1 2025.

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