WealthShield Partners’s Franklin Senior Loan ETF FLBL Stock Holding History

WealthShield Partners’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	$1.26K	Sell	55 -4,600	-99%	-$106K	﹤0.01%	372
2026 Q1	$107K	Sell	4,655 -7	-0.2%	-$162	0.01%	396
2025 Q4	$109K	Buy	4,662 +40	+0.9%	+$948	0.01%	386
2025 Q3	$111K	Buy	4,622 +1	+0%	+$24	0.01%	381
2025 Q2	$112K	Buy	4,621 +21	+0.5%	+$503	0.01%	369
2025 Q1	$111K	Sell	4,600 -51	-1%	-$1.24K	0.01%	363
2024 Q4	$113K	Buy	4,651 +2	+0%	+$49	0.02%	329
2024 Q3	$113K	Buy	4,649 +49	+1%	+$1.19K	0.02%	341
2024 Q2	$112K	Hold	4,600	–	–	0.02%	317
2024 Q1	$113K	Hold	4,600	–	–	0.02%	312
2023 Q4	$112K	Hold	4,600	–	–	0.02%	315
2023 Q3	$111K	Buy	+4,600	New	+$111K	0.02%	335

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

WealthShield Partners's FLBL Position: Q2 2026 in Review

WealthShield Partners reduced its Franklin Senior Loan ETF (FLBL) stake by 99% in Q2 2026, selling an estimated $106K and leaving 55 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

WealthShield Partners first reported a position in FLBL in Q3 2023 and has held it in 12 quarters since. The position peaked at $113K in Q4 2024. 122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

WealthShield Partners held 55 shares of Franklin Senior Loan ETF worth $1.26K as of Q2 2026.
WealthShield Partners sold 4,600 Franklin Senior Loan ETF shares in Q2 2026, an estimated $106K.
Franklin Senior Loan ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q2 2026, its #372 holding.
WealthShield Partners first reported a position in Franklin Senior Loan ETF in Q3 2023 and has held it in 12 quarters since.
WealthShield Partners's Franklin Senior Loan ETF position peaked at $113K in Q4 2024.
122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.