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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
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 $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

Sequent Planning's FLCB Position: Q1 2026 in Review

Sequent Planning increased its Franklin US Core Bond ETF (FLCB) stake by 10% in Q1 2026, buying an estimated $1.84M and bringing the position to 935,273 shares worth $20.1M. The position accounts for 4.86% of the portfolio, ranked #3.

Sequent Planning first reported a position in FLCB in Q3 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold FLCB as of Q1 2026.

  • Sequent Planning held 935,273 shares of Franklin US Core Bond ETF worth $20.1M as of Q1 2026.
  • Sequent Planning bought 84,735 Franklin US Core Bond ETF shares in Q1 2026, an estimated $1.84M.
  • Franklin US Core Bond ETF made up 4.86% of Sequent Planning's portfolio in Q1 2026, its #3 holding.
  • Sequent Planning first reported a position in Franklin US Core Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Franklin US Core Bond ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.