Patriot Financial Group Insurance Agency’s Franklin US Core Bond ETF FLCB Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-1,521	Closed	-$34K	–	934
2022 Q2	$34K	Hold	1,521	–	–	0.01%	855
2022 Q1	$36K	Hold	1,521	–	–	0.01%	881
2021 Q4	$38K	Buy	1,521 +21	+1%	+$530	0.01%	974
2021 Q3	$38K	Buy	1,500 +39	+3%	+$998	0.01%	964
2021 Q2	$37K	Sell	1,461 -210	-13%	-$5.33K	0.01%	945
2021 Q1	$42K	Buy	1,671 +242	+17%	+$6.21K	0.01%	824
2020 Q4	$37K	Buy	1,429 +456	+47%	+$12K	0.01%	776
2020 Q3	$26K	Hold	973	–	–	0.01%	717
2020 Q2	$25K	Buy	973 +192	+25%	+$4.98K	0.01%	683
2020 Q1	$20K	Buy	+781	New	+$19.9K	0.01%	664

Other funds holding FLCB

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FLCB Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Franklin US Core Bond ETF (FLCB) in Q3 2022, closing a stake of 1,521 shares — an estimated $34K sold.

Patriot Financial Group Insurance Agency first reported a position in FLCB in Q1 2020 and held it in 10 quarters. The position peaked at $42K in Q1 2021. 25 funds tracked by Wall St. Rank hold FLCB as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Franklin US Core Bond ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,521 Franklin US Core Bond ETF shares in Q3 2022, an estimated $34K.
Patriot Financial Group Insurance Agency first reported a position in Franklin US Core Bond ETF in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Franklin US Core Bond ETF position peaked at $42K in Q1 2021.
25 funds tracked by Wall St. Rank held Franklin US Core Bond ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.