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Root Financial Partners’s Franklin US Treasury Bond ETF FLGV Stock Holding History

Root Financial Partners’s Portfolio FLGV Stock Details FLGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.45K Hold
169
– – ﹤0.01% 2088
2025
Q4 		$3.47K Hold
169
– – ﹤0.01% 1871
2025
Q3 		$3.49K Buy
+169
New +$3.46K ﹤0.01% 1843

Other funds holding FLGV

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Root Financial Partners held its Franklin US Treasury Bond ETF (FLGV) position steady in Q1 2026 at 169 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2088.

Root Financial Partners first reported a position in FLGV in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.49K in Q3 2025. 49 funds tracked by Wall St. Rank hold FLGV as of Q1 2026.

  • Root Financial Partners held 169 shares of Franklin US Treasury Bond ETF worth $3.45K as of Q1 2026.
  • Root Financial Partners left its Franklin US Treasury Bond ETF share count unchanged in Q1 2026.
  • Franklin US Treasury Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2088 holding.
  • Root Financial Partners first reported a position in Franklin US Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Franklin US Treasury Bond ETF position peaked at $3.49K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held Franklin US Treasury Bond ETF as of Q1 2026.

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