Harbour Investments’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Harbour Investments’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
2022 Q4	–	Sell	-410	Closed	-$37K	–	3037
2022 Q3	$37K	Hold	410	–	–	﹤0.01%	1381
2022 Q2	$37K	Buy	+410	New	+$37.5K	﹤0.01%	1381
2021 Q4	$36K	Sell	383 -3,131	-89%	-$295K	﹤0.01%	1406
2021 Q3	$333K	Buy	3,514 +755	+27%	+$71.6K	0.01%	802
2021 Q2	$262K	Sell	2,759 -204	-7%	-$19.4K	0.01%	921
2021 Q1	$282K	Buy	+2,963	New	+$283K	0.01%	823

Other funds holding FTSD

Franklin Resources San Mateo, California $408B AUM 30.18% 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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

WAP

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

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Harbour Investments's FTSD Position: Q4 2022 in Review

Harbour Investments sold out of Franklin Short Duration US Government ETF (FTSD) in Q4 2022, closing a stake of 410 shares — an estimated $37K sold.

Harbour Investments first reported a position in FTSD in Q1 2021 and held it in 6 quarters. The position peaked at $333K in Q3 2021. 46 funds tracked by Wall St. Rank hold FTSD as of Q4 2022.

Harbour Investments reported no remaining Franklin Short Duration US Government ETF position as of Q4 2022 after selling out during the quarter.
Harbour Investments sold 410 Franklin Short Duration US Government ETF shares in Q4 2022, an estimated $37K.
Harbour Investments first reported a position in Franklin Short Duration US Government ETF in Q1 2021 and held it in 6 quarters.
Harbour Investments's Franklin Short Duration US Government ETF position peaked at $333K in Q3 2021.
46 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q4 2022.

Based on Harbour Investments's 13F filing for Q4 2022, filed 16 Feb 2023.