Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Franklin Liberty U.S. Treasury Bond ETF (FLGV)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: FLGV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 5.42% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.83 | 52 Weeks Range 19.13 - 20.93 | Updated Date 06/30/2025 |
52 Weeks Range 19.13 - 20.93 | Updated Date 06/30/2025 |
Upturn AI SWOT
Franklin Liberty U.S. Treasury Bond ETF
ETF Overview
Overview
The Franklin Liberty U.S. Treasury Bond ETF (FLGV) seeks to provide current income and preservation of capital by investing in U.S. Treasury bonds. It offers exposure to the U.S. government bond market and aims to track the performance of the U.S. Treasury bond sector.
Reputation and Reliability
Franklin Templeton is a well-established and reputable asset management firm with a long history in the investment industry. They are known for providing a wide range of investment products and services.
Management Expertise
Franklin Templeton has a team of experienced portfolio managers and analysts specializing in fixed-income investments. Their expertise helps to manage the ETF effectively and navigate the complexities of the bond market.
Investment Objective
Goal
To provide current income and preservation of capital.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to track the performance of a specific U.S. Treasury bond index.
Composition The ETF primarily holds U.S. Treasury bonds across various maturities.
Market Position
Market Share: The ETFu2019s market share varies, depending on the benchmark comparison and industry research conducted by third parties.
Total Net Assets (AUM): 265400000
Competitors
Key Competitors
- iShares 7-10 Year Treasury Bond ETF (IEF)
- Vanguard Total Bond Market ETF (BND)
- iShares U.S. Treasury Bond ETF (GOVT)
Competitive Landscape
The U.S. Treasury bond ETF market is competitive, with several large players. FLGV competes on expense ratio, tracking error, and liquidity. A potential advantage of FLGV is its focus on U.S. Treasury bonds, but its lower AUM compared to competitors like IEF and BND could be a disadvantage.
Financial Performance
Historical Performance: Historical performance data is based on past results and may not accurately predict future results. Data includes annualized returns over various time periods, such as 1 year, 3 year, 5 year, and 10 years.
Benchmark Comparison: The ETF's performance is typically compared to a benchmark index such as the ICE U.S. Treasury Core Bond Index.
Expense Ratio: 0.06
Liquidity
Average Trading Volume
The average trading volume provides insights into how easily the ETF shares can be bought or sold in the market.
Bid-Ask Spread
The bid-ask spread can offer valuable insights into the cost of trading.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and GDP growth can influence U.S. Treasury bond yields and the ETF's performance. Changes in monetary policy and geopolitical events also affect the Treasury market.
Growth Trajectory
The growth trajectory is primarily driven by investor demand for U.S. Treasury bonds and overall economic conditions. The ETF adjusts its holdings to maintain its investment strategy and track the benchmark index.
Moat and Competitive Advantages
Competitive Edge
FLGV's advantage lies in its very low expense ratio and pure focus on U.S. Treasury bonds. This can attract investors seeking cost-effective, direct exposure to the U.S. government bond market. Franklin Templeton's established reputation provides confidence. However, its relatively smaller size compared to larger competitors poses a challenge in terms of liquidity and trading volume.
Risk Analysis
Volatility
The ETF's volatility is generally lower than equity ETFs due to the stability of U.S. Treasury bonds. Volatility is primarily influenced by interest rate changes.
Market Risk
The primary market risk is interest rate risk. Rising interest rates can lead to a decline in bond prices and potentially negatively impact the ETF's NAV.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse, seeking stable income, and looking for a low-cost way to gain exposure to U.S. Treasury bonds.
Market Risk
The ETF is suitable for long-term investors, particularly those seeking to diversify their portfolios with fixed-income assets or manage interest rate risk.
Summary
The Franklin Liberty U.S. Treasury Bond ETF offers a cost-effective way to invest in U.S. Treasury bonds, providing stable income and capital preservation. With a low expense ratio, it is attractive to risk-averse investors. However, its smaller AUM compared to major competitors may impact liquidity. The ETF's performance is highly sensitive to interest rate movements, making it crucial to consider the macroeconomic environment before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Franklin Templeton Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market share is approximate and based on publicly available data.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Franklin Liberty U.S. Treasury Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund invests at least 80% of its net assets in direct obligations of the U.S. Treasury, including Treasury bonds, bills, notes and Treasury Inflation-Protected Securities (TIPS), and investments that provide exposure to direct obligations of the U.S. Treasury. The fund may invest in U.S. Treasury securities of any maturity and intends to primarily focus on U.S. Treasury securities with a remaining maturity of between 1-30 years.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.