Simplicity Solutions’s Franklin US Core Bond ETF FLCB Stock Holding History

Simplicity Solutions’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
2023 Q2	–	Sell	-10,568	Closed	-$230K	–	1108
2023 Q1	$230K	Sell	10,568 -8,339	-44%	-$180K	0.01%	952
2022 Q4	$400K	Buy	18,907 +276	+1%	+$5.81K	0.05%	396
2022 Q3	$391K	Hold	18,631	–	–	0.06%	374
2022 Q2	$412K	Buy	18,631 +1,016	+6%	+$22.8K	0.05%	350
2022 Q1	$413K	Sell	17,615 -17,615	-50%	-$425K	0.05%	352
2021 Q4	$886K	Buy	35,230 +17,615	+100%	+$444K	0.1%	244
2021 Q3	$446K	Hold	17,615	–	–	0.07%	306
2021 Q2	$449K	Buy	17,615 +2,019	+13%	+$51.2K	0.09%	252
2021 Q1	$393K	Buy	+15,596	New	+$400K	0.09%	249

Other funds holding FLCB

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Simplicity Solutions's FLCB Position: Q2 2023 in Review

Simplicity Solutions sold out of Franklin US Core Bond ETF (FLCB) in Q2 2023, closing a stake of 10,568 shares — an estimated $230K sold.

Simplicity Solutions first reported a position in FLCB in Q1 2021 and held it in 9 quarters. The position peaked at $886K in Q4 2021. 31 funds tracked by Wall St. Rank hold FLCB as of Q2 2023.

Simplicity Solutions reported no remaining Franklin US Core Bond ETF position as of Q2 2023 after selling out during the quarter.
Simplicity Solutions sold 10,568 Franklin US Core Bond ETF shares in Q2 2023, an estimated $230K.
Simplicity Solutions first reported a position in Franklin US Core Bond ETF in Q1 2021 and held it in 9 quarters.
Simplicity Solutions's Franklin US Core Bond ETF position peaked at $886K in Q4 2021.
31 funds tracked by Wall St. Rank held Franklin US Core Bond ETF as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.