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Sequent Planning’s Franklin US Treasury Bond ETF FLGV Stock Holding History

Sequent Planning’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 		$6.58M Buy
321,888
+29,990
+10% +$616K 1.59% 12
2025
Q4 		$5.99M Buy
291,898
+28,704
+11% +$593K 1.52% 13
2025
Q3 		$5.43M Buy
+263,194
New +$5.39M 1.54% 14

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

Sequent Planning's FLGV Position: Q1 2026 in Review

Sequent Planning increased its Franklin US Treasury Bond ETF (FLGV) stake by 10% in Q1 2026, buying an estimated $616K and bringing the position to 321,888 shares worth $6.58M. The position accounts for 1.59% of the portfolio, ranked #12.

Sequent Planning first reported a position in FLGV in Q3 2025 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold FLGV as of Q1 2026.

  • Sequent Planning held 321,888 shares of Franklin US Treasury Bond ETF worth $6.58M as of Q1 2026.
  • Sequent Planning bought 29,990 Franklin US Treasury Bond ETF shares in Q1 2026, an estimated $616K.
  • Franklin US Treasury Bond ETF made up 1.59% of Sequent Planning's portfolio in Q1 2026, its #12 holding.
  • Sequent Planning first reported a position in Franklin US Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held Franklin US Treasury Bond ETF as of Q1 2026.

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