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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
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Root Financial Partners's FLCB Position: Q1 2026 in Review

Root Financial Partners reduced its Franklin US Core Bond ETF (FLCB) stake by 95% in Q1 2026, selling an estimated $35.1K and leaving 91 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #2326.

Root Financial Partners first reported a position in FLCB in Q3 2025 and has held it in 3 quarters since. The position peaked at $37.7K in Q3 2025. 79 funds tracked by Wall St. Rank hold FLCB as of Q1 2026.

  • Root Financial Partners held 91 shares of Franklin US Core Bond ETF worth $1.96K as of Q1 2026.
  • Root Financial Partners sold 1,621 Franklin US Core Bond ETF shares in Q1 2026, an estimated $35.1K.
  • Franklin US Core Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2326 holding.
  • Root Financial Partners first reported a position in Franklin US Core Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Franklin US Core Bond ETF position peaked at $37.7K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held Franklin US Core Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.