Root Financial Partners’s Franklin US Core Bond ETF FLCB Stock Holding History

Root Financial Partners’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
2026 Q3	$1.84K	Buy	+90	New	+$1.89K	﹤0.01%	2686
2026 Q2	–	Sell	-91	Closed	-$1.96K	–	1385
2026 Q1	$1.96K	Sell	91 -1,621	-95%	-$35.1K	﹤0.01%	2326
2025 Q4	$37K	Sell	1,712 -23	-1%	-$500	﹤0.01%	840
2025 Q3	$37.7K	Buy	+1,735	New	+$37.3K	﹤0.01%	786

Other funds holding FLCB

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Center For Asset Management Palm Beach Gardens, Florida $222M AUM 14.95% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Root Financial Partners's FLCB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Franklin US Core Bond ETF (FLCB) in Q3 2026: 90 shares worth $1.84K. The stake represents ﹤0.01% of the portfolio and ranks #2686 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FLCB as recently as Q1 2026.

Root Financial Partners first reported a position in FLCB in Q3 2025 and has held it in 4 quarters since. The position peaked at $37.7K in Q3 2025. 10 funds tracked by Wall St. Rank hold FLCB as of Q3 2026.

Root Financial Partners held 90 shares of Franklin US Core Bond ETF worth $1.84K as of Q3 2026.
Franklin US Core Bond ETF was a new Root Financial Partners position in Q3 2026.
Franklin US Core Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2686 holding.
Root Financial Partners first reported a position in Franklin US Core Bond ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's Franklin US Core Bond ETF position peaked at $37.7K in Q3 2025.
10 funds tracked by Wall St. Rank held Franklin US Core Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.