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WealthPLAN Partners’s Franklin US Core Bond ETF FLCB Stock Holding History

WealthPLAN Partners’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
-542
Closed -$11.8K – 1312
2023
Q1 		$11.8K Buy
+542
New +$11.7K ﹤0.01% 824

Other funds holding FLCB

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthPLAN Partners's FLCB Position: Q2 2023 in Review

WealthPLAN Partners sold out of Franklin US Core Bond ETF (FLCB) in Q2 2023, closing a stake of 542 shares — an estimated $11.8K sold.

WealthPLAN Partners first reported a position in FLCB in Q1 2023 and held it in 1 quarter. The position peaked at $11.8K in Q1 2023. 32 funds tracked by Wall St. Rank hold FLCB as of Q2 2023.

  • WealthPLAN Partners reported no remaining Franklin US Core Bond ETF position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 542 Franklin US Core Bond ETF shares in Q2 2023, an estimated $11.8K.
  • WealthPLAN Partners first reported a position in Franklin US Core Bond ETF in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Franklin US Core Bond ETF position peaked at $11.8K in Q1 2023.
  • 32 funds tracked by Wall St. Rank held Franklin US Core Bond ETF as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.