Westside Investment Management’s Franklin US Treasury Bond ETF FLGV Stock Holding History

Westside Investment Management’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
2025 Q2	–	Sell	-1,800	Closed	-$37K	–	1289
2025 Q1	$37K	Hold	1,800	–	–	0.01%	453
2024 Q4	$36.2K	Hold	1,800	–	–	0.01%	458
2024 Q3	$37.9K	Hold	1,800	–	–	0.01%	441
2024 Q2	$36.6K	Sell	1,800 -200	-10%	-$4.04K	0.01%	432
2024 Q1	$41K	Hold	2,000	–	–	0.01%	405
2023 Q4	$41.6K	Hold	2,000	–	–	0.01%	383
2023 Q3	$40K	Hold	2,000	–	–	0.01%	376
2023 Q2	$41.5K	Hold	2,000	–	–	0.01%	379
2023 Q1	$42.5K	Hold	2,000	–	–	0.01%	377
2022 Q4	$41	Buy	+2,000	New	+$41.5K	﹤0.01%	433

Other funds holding FLGV

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Westside Investment Management's FLGV Position: Q2 2025 in Review

Westside Investment Management sold out of Franklin US Treasury Bond ETF (FLGV) in Q2 2025, closing a stake of 1,800 shares — an estimated $37K sold.

Westside Investment Management first reported a position in FLGV in Q4 2022 and held it in 10 quarters. The position peaked at $42.5K in Q1 2023. 34 funds tracked by Wall St. Rank hold FLGV as of Q2 2025.

Westside Investment Management reported no remaining Franklin US Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Westside Investment Management sold 1,800 Franklin US Treasury Bond ETF shares in Q2 2025, an estimated $37K.
Westside Investment Management first reported a position in Franklin US Treasury Bond ETF in Q4 2022 and held it in 10 quarters.
Westside Investment Management's Franklin US Treasury Bond ETF position peaked at $42.5K in Q1 2023.
34 funds tracked by Wall St. Rank held Franklin US Treasury Bond ETF as of Q2 2025.

Based on Westside Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.