IHT Wealth Management’s Franklin Ultra Short Bond ETF FLUD Stock Holding History

IHT Wealth Management’s Portfolio FLUD Stock Details FLUD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-20,000	Closed	-$498K	–	1123
2024 Q3	$498K	Buy	+20,000	New	+$498K	0.01%	723

Other funds holding FLUD

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

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PFG

Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

IHT Wealth Management's FLUD Position: Q4 2024 in Review

IHT Wealth Management sold out of Franklin Ultra Short Bond ETF (FLUD) in Q4 2024, closing a stake of 20,000 shares — an estimated $498K sold.

IHT Wealth Management first reported a position in FLUD in Q3 2024 and held it in 1 quarter. The position peaked at $498K in Q3 2024. 8 funds tracked by Wall St. Rank hold FLUD as of Q4 2024.

IHT Wealth Management reported no remaining Franklin Ultra Short Bond ETF position as of Q4 2024 after selling out during the quarter.
IHT Wealth Management sold 20,000 Franklin Ultra Short Bond ETF shares in Q4 2024, an estimated $498K.
IHT Wealth Management first reported a position in Franklin Ultra Short Bond ETF in Q3 2024 and held it in 1 quarter.
IHT Wealth Management's Franklin Ultra Short Bond ETF position peaked at $498K in Q3 2024.
8 funds tracked by Wall St. Rank held Franklin Ultra Short Bond ETF as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.