NATIONS FINANCIAL GROUP INC, /IA/ /ADV FLCB β€” FRANKLIN U.S CORE BOND ETF

Ownership history in NATIONS FINANCIAL GROUP INC, /IA/ /ADV  Β·  3 quarters on record

AI Ownership Summary

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported FRANKLIN U.S CORE BOND ETF (FLCB) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows FLCB at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FLCB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NATIONS FINANCIAL GROUP INC, /IA/ /ADV's position in FRANKLIN U.S CORE BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FLCB was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How NATIONS FINANCIAL GROUP INC, /IA/ /ADV held FLCB β€” position size vs. price
% of Fund (quarterly)    FLCB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 33,758 +10,261 +43.7% 0.04% $725K 2026-04-15 $21.31
2025 Q4 ADDED β€” β€” β€” 23,497 +9,552 +68.5% 0.03% $508K 2026-01-26 $21.24
2025 Q3 INITIATED β€” β€” β€” 13,945 β€” β€” 0.02% $303K 2025-10-28 $21.24

FAQ About NATIONS FINANCIAL GROUP INC, /IA/ /ADV and FLCB

These are the practical questions this page is built to answer before you even open the full history table.

How long has NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported owning FLCB?

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported FLCB across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported FLCB position in NATIONS FINANCIAL GROUP INC, /IA/ /ADV's portfolio?

The largest reported portfolio weight for FLCB was 0.04% in 2026 Q1.

What is the latest reported FLCB position on this page?

The most recent filing on this page is 2026 Q1, when NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 33,758 shares, equal to 0.04% of portfolio, with an estimated market value of $725K.

What does the chart on this FLCB ownership page compare?

The chart compares NATIONS FINANCIAL GROUP INC, /IA/ /ADV's quarterly FLCB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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