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Merriman Wealth Management’s Franklin International Aggregate Bond ETF FLIA Stock Holding History

Merriman Wealth Management’s Portfolio FLIA Stock Details FLIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10,463
Closed -$248K – 184
2022
Q1 		$248K Buy
+10,463
New +$252K 0.02% 181

Other funds holding FLIA

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Merriman Wealth Management's FLIA Position: Q2 2022 in Review

Merriman Wealth Management sold out of Franklin International Aggregate Bond ETF (FLIA) in Q2 2022, closing a stake of 10,463 shares — an estimated $248K sold.

Merriman Wealth Management first reported a position in FLIA in Q1 2022 and held it in 1 quarter. The position peaked at $248K in Q1 2022. 8 funds tracked by Wall St. Rank hold FLIA as of Q2 2022.

  • Merriman Wealth Management reported no remaining Franklin International Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Merriman Wealth Management sold 10,463 Franklin International Aggregate Bond ETF shares in Q2 2022, an estimated $248K.
  • Merriman Wealth Management first reported a position in Franklin International Aggregate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Merriman Wealth Management's Franklin International Aggregate Bond ETF position peaked at $248K in Q1 2022.
  • 8 funds tracked by Wall St. Rank held Franklin International Aggregate Bond ETF as of Q2 2022.

Based on Merriman Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.