Continuum Advisory’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Continuum Advisory’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 Q2	–	Sell	-415	Closed	-$37.7K	–	830
2025 Q1	$37.7K	Buy	415 +1	+0.2%	+$91	﹤0.01%	745
2024 Q4	$37.3K	Buy	414 +1	+0.2%	+$90	﹤0.01%	720
2024 Q3	$37.3K	Sell	413 -47	-10%	-$4.26K	﹤0.01%	715
2024 Q2	$41.5K	Hold	460	–	–	0.01%	645
2024 Q1	$41.3K	Buy	+460	New	+$41.4K	0.01%	637
2022 Q1	–	Sell	-3,264	Closed	-$307K	–	386
2021 Q4	$307K	Buy	+3,264	New	+$308K	0.07%	240

Other funds holding FTSD

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

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

Continuum Advisory's FTSD Position: Q2 2025 in Review

Continuum Advisory sold out of Franklin Short Duration US Government ETF (FTSD) in Q2 2025, closing a stake of 415 shares — an estimated $37.7K sold.

Continuum Advisory first reported a position in FTSD in Q4 2021 and held it in 6 quarters. The position peaked at $307K in Q4 2021. 52 funds tracked by Wall St. Rank hold FTSD as of Q2 2025.

Continuum Advisory reported no remaining Franklin Short Duration US Government ETF position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 415 Franklin Short Duration US Government ETF shares in Q2 2025, an estimated $37.7K.
Continuum Advisory first reported a position in Franklin Short Duration US Government ETF in Q4 2021 and held it in 6 quarters.
Continuum Advisory's Franklin Short Duration US Government ETF position peaked at $307K in Q4 2021.
52 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.