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World Investment Advisors’s Franklin US Core Bond ETF FLCB Stock Holding History

World Investment Advisors’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
2026
Q1 		$1.55M Buy
71,960
+2,745
+4% +$59.5K 0.02% 567
2025
Q4 		$1.5M Buy
+69,215
New +$1.5M 0.02% 555
2025
Q2 		– Sell
-12,184
Closed -$262K – 1156
2025
Q1 		$262K Buy
+12,184
New +$259K 0.01% 916
2024
Q4 		– Sell
-9,213
Closed -$203K – 1016
2024
Q3 		$203K Buy
+9,213
New +$200K 0.01% 870

Other funds holding FLCB

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

World Investment Advisors's FLCB Position: Q1 2026 in Review

World Investment Advisors increased its Franklin US Core Bond ETF (FLCB) stake by 4% in Q1 2026, buying an estimated $59.5K and bringing the position to 71,960 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #567.

World Investment Advisors first reported a position in FLCB in Q3 2024 and has held it in 4 quarters since. 79 funds tracked by Wall St. Rank hold FLCB as of Q1 2026.

  • World Investment Advisors held 71,960 shares of Franklin US Core Bond ETF worth $1.55M as of Q1 2026.
  • World Investment Advisors bought 2,745 Franklin US Core Bond ETF shares in Q1 2026, an estimated $59.5K.
  • Franklin US Core Bond ETF made up 0.02% of World Investment Advisors's portfolio in Q1 2026, its #567 holding.
  • World Investment Advisors first reported a position in Franklin US Core Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • 79 funds tracked by Wall St. Rank held Franklin US Core Bond ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.