Belpointe Asset Management’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Belpointe Asset Management’s Portfolio FTSD Stock Details FTSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-145	Closed	-$13.1K	–	1584
2023 Q1	$13.1K	Hold	145	–	–	﹤0.01%	2557
2022 Q4	$13K	Buy	+145	New	+$13K	﹤0.01%	2471
2022 Q2	–	Sell	-1,245	Closed	-$114K	–	1186
2022 Q1	$114K	Buy	+1,245	New	+$116K	0.01%	1156

Other funds holding FTSD

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Belpointe Asset Management's FTSD Position: Q2 2023 in Review

Belpointe Asset Management sold out of Franklin Short Duration US Government ETF (FTSD) in Q2 2023, closing a stake of 145 shares — an estimated $13.1K sold.

Belpointe Asset Management first reported a position in FTSD in Q1 2022 and held it in 3 quarters. The position peaked at $114K in Q1 2022. 39 funds tracked by Wall St. Rank hold FTSD as of Q2 2023.

Belpointe Asset Management reported no remaining Franklin Short Duration US Government ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 145 Franklin Short Duration US Government ETF shares in Q2 2023, an estimated $13.1K.
Belpointe Asset Management first reported a position in Franklin Short Duration US Government ETF in Q1 2022 and held it in 3 quarters.
Belpointe Asset Management's Franklin Short Duration US Government ETF position peaked at $114K in Q1 2022.
39 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.