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Sequent Planning’s Franklin US Core Bond ETF FLCB Stock Holding History

Sequent Planning’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 		$21.6M Buy
1,009,658
+74,385
+8% +$1.59M 4.62% 3
2026
Q1 		$20.1M Buy
935,273
+84,735
+10% +$1.84M 4.86% 3
2025
Q4 		$18.4M Buy
850,538
+78,244
+10% +$1.7M 4.68% 3
2025
Q3 		$16.8M Buy
+772,294
New +$16.6M 4.76% 3

Other funds holding FLCB

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sequent Planning's FLCB Position: Q2 2026 in Review

Sequent Planning increased its Franklin US Core Bond ETF (FLCB) stake by 8% in Q2 2026, buying an estimated $1.59M and bringing the position to 1,009,658 shares worth $21.6M. The position accounts for 4.62% of the portfolio, ranked #3.

Sequent Planning first reported a position in FLCB in Q3 2025 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold FLCB as of Q2 2026.

  • Sequent Planning held 1,009,658 shares of Franklin US Core Bond ETF worth $21.6M as of Q2 2026.
  • Sequent Planning bought 74,385 Franklin US Core Bond ETF shares in Q2 2026, an estimated $1.59M.
  • Franklin US Core Bond ETF made up 4.62% of Sequent Planning's portfolio in Q2 2026, its #3 holding.
  • Sequent Planning first reported a position in Franklin US Core Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held Franklin US Core Bond ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.