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 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Root Financial Partners's FLCB Position: Q2 2026 in Review

Root Financial Partners sold out of Franklin US Core Bond ETF (FLCB) in Q2 2026, closing a stake of 91 shares — an estimated $1.96K sold.

Root Financial Partners first reported a position in FLCB in Q3 2025 and held it in 3 quarters. The position peaked at $37.7K in Q3 2025. 80 funds tracked by Wall St. Rank hold FLCB as of Q2 2026.

Root Financial Partners reported no remaining Franklin US Core Bond ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 91 Franklin US Core Bond ETF shares in Q2 2026, an estimated $1.96K.
Root Financial Partners first reported a position in Franklin US Core Bond ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Franklin US Core Bond ETF position peaked at $37.7K in Q3 2025.
80 funds tracked by Wall St. Rank held Franklin US Core Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.