Financial & Tax Architects’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Financial & Tax Architects’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	-23,407	Closed	-$2.12M	–	101
2025 Q1	$2.12M	Buy	23,407 +2,065	+10%	+$187K	0.53%	47
2024 Q4	$1.93M	Sell	21,342 -3,124	-13%	-$283K	0.49%	49
2024 Q3	$2.23M	Sell	24,466 -5,449	-18%	-$494K	0.57%	45
2024 Q2	$2.69M	Sell	29,915 -10,955	-27%	-$984K	0.72%	39
2024 Q1	$3.68M	Buy	40,870 +17,643	+76%	+$1.59M	1.01%	35
2023 Q4	$2.09M	Sell	23,227 -1,689	-7%	-$151K	0.62%	42
2023 Q3	$2.22M	Buy	24,916 +8,910	+56%	+$796K	0.69%	41
2023 Q2	$1.43M	Sell	16,006 -35,113	-69%	-$3.16M	0.44%	42
2023 Q1	$4.62M	Buy	51,119 +22,104	+76%	+$1.99M	1.52%	34
2022 Q4	$2.61M	Buy	+29,015	New	+$2.59M	0.89%	39

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

Financial & Tax Architects's FTSD Position: Q2 2025 in Review

Financial & Tax Architects sold out of Franklin Short Duration US Government ETF (FTSD) in Q2 2025, closing a stake of 23,407 shares — an estimated $2.12M sold.

Financial & Tax Architects first reported a position in FTSD in Q4 2022 and held it in 10 quarters. The position peaked at $4.62M in Q1 2023. 52 funds tracked by Wall St. Rank hold FTSD as of Q2 2025.

Financial & Tax Architects reported no remaining Franklin Short Duration US Government ETF position as of Q2 2025 after selling out during the quarter.
Financial & Tax Architects sold 23,407 Franklin Short Duration US Government ETF shares in Q2 2025, an estimated $2.12M.
Financial & Tax Architects first reported a position in Franklin Short Duration US Government ETF in Q4 2022 and held it in 10 quarters.
Financial & Tax Architects's Franklin Short Duration US Government ETF position peaked at $4.62M in Q1 2023.
52 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q2 2025.

Based on Financial & Tax Architects's 13F filing for Q2 2025, filed 13 Aug 2025.