IHT Wealth Management’s Franklin Short Duration US Government ETF FTSD Stock Holding History

IHT Wealth Management’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
2020 Q4	–	Sell	-5,077	Closed	-$487K	–	752
2020 Q3	$487K	Buy	+5,077	New	+$487K	0.05%	354
2018 Q2	–	Sell	-201	Closed	-$19K	–	772
2018 Q1	$19K	Buy	201 +1	+0.5%	+$95	0.01%	998
2017 Q4	$19K	Buy	+200	New	+$19.2K	0.01%	1000

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

MHS

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

LWM

Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return

IHT Wealth Management's FTSD Position: Q4 2020 in Review

IHT Wealth Management sold out of Franklin Short Duration US Government ETF (FTSD) in Q4 2020, closing a stake of 5,077 shares — an estimated $487K sold.

IHT Wealth Management first reported a position in FTSD in Q4 2017 and held it in 3 quarters. The position peaked at $487K in Q3 2020. 44 funds tracked by Wall St. Rank hold FTSD as of Q4 2020.

IHT Wealth Management reported no remaining Franklin Short Duration US Government ETF position as of Q4 2020 after selling out during the quarter.
IHT Wealth Management sold 5,077 Franklin Short Duration US Government ETF shares in Q4 2020, an estimated $487K.
IHT Wealth Management first reported a position in Franklin Short Duration US Government ETF in Q4 2017 and held it in 3 quarters.
IHT Wealth Management's Franklin Short Duration US Government ETF position peaked at $487K in Q3 2020.
44 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q4 2020.

Based on IHT Wealth Management's 13F filing for Q4 2020, filed 17 Feb 2021.