TD Private Client Wealth’s Franklin Senior Loan ETF FLBL Stock Holding History

TD Private Client Wealth’s Portfolio FLBL Stock Details FLBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$77.5K	Hold	3,380	–	–	﹤0.01%	815
2026 Q1	$77.7K	Buy	3,380 +219	+7%	+$5.07K	﹤0.01%	803
2025 Q4	$74K	Buy	3,161 +121	+4%	+$2.87K	﹤0.01%	817
2025 Q3	$73K	Buy	+3,040	New	+$73.5K	﹤0.01%	799

Other funds holding FLBL

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

TD Private Client Wealth's FLBL Position: Q2 2026 in Review

TD Private Client Wealth held its Franklin Senior Loan ETF (FLBL) position steady in Q2 2026 at 3,380 shares worth $77.5K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

TD Private Client Wealth first reported a position in FLBL in Q3 2025 and has held it in 4 quarters since. The position peaked at $77.7K in Q1 2026. 122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

TD Private Client Wealth held 3,380 shares of Franklin Senior Loan ETF worth $77.5K as of Q2 2026.
TD Private Client Wealth left its Franklin Senior Loan ETF share count unchanged in Q2 2026.
Franklin Senior Loan ETF made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #815 holding.
TD Private Client Wealth first reported a position in Franklin Senior Loan ETF in Q3 2025 and has held it in 4 quarters since.
TD Private Client Wealth's Franklin Senior Loan ETF position peaked at $77.7K in Q1 2026.
122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.