SEC 13F Intelligence

TGBAXTEMPLETON GLOBAL BOND ADV

CUSIP 880208400 · Yahoo Finance ↗ · Google Finance ↗

Templeton Global Bond Adv (TGBAX) has 1 institutional holders in Filings Flow’s 13F database, together reporting 531 shares worth $3,703 as of Q1 2026. The largest reported holders are Financial Gravity Asset Management, Inc., Financial Gravity Companies, Inc., and Kelleher Financial Advisors.

Institutional Holders
1
Q1 2026
Reported Value
$3,703
Ticker
TGBAX
Quarters Tracked
7

Ownership Trend

Institutional holders
Q4 ’18: 2Q4 ’18Q1 ’19: 1Q1 ’19Q2 ’19: 1Q2 ’19Q3 ’19: 2Q3 ’19Q4 ’22: 3Q4 ’22Q4 ’25: 1Q4 ’25Q1 ’26: 1Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $697,000Q4 ’18Q1 ’19: $686,000Q1 ’19Q2 ’19: $716,000Q2 ’19Q3 ’19: $637,000Q3 ’19Q4 ’22: $2MQ4 ’22Q4 ’25: $379Q4 ’25Q1 ’26: $3,703Q1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Financial Gravity Companies, Inc.$509M AUM0.00%$3,633509Q2 2025OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.00%$3,703531Q1 2026
KELLEHER FINANCIAL ADVISORS$395M AUM0.00%$37953Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.