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Briaud Financial Planning’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-618
Closed -$56K – 138
2025
Q2 		$56K Buy
+618
New +$56K 0.02% 94

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Briaud Financial Planning's FTSD Position: Q3 2025 in Review

Briaud Financial Planning sold out of Franklin Short Duration US Government ETF (FTSD) in Q3 2025, closing a stake of 618 shares — an estimated $56K sold.

Briaud Financial Planning first reported a position in FTSD in Q2 2025 and held it in 1 quarter. The position peaked at $56K in Q2 2025. 57 funds tracked by Wall St. Rank hold FTSD as of Q3 2025.

  • Briaud Financial Planning reported no remaining Franklin Short Duration US Government ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 618 Franklin Short Duration US Government ETF shares in Q3 2025, an estimated $56K.
  • Briaud Financial Planning first reported a position in Franklin Short Duration US Government ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Franklin Short Duration US Government ETF position peaked at $56K in Q2 2025.
  • 57 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.