Integrated Wealth Concepts’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Integrated Wealth Concepts’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
2026 Q2	$5.73M	Sell	63,331 -626	-1%	-$56.6K	0.04%	428
2026 Q1	$5.81M	Buy	63,957 +61,642	+2,663%	+$5.61M	0.05%	382
2025 Q4	$211K	Sell	2,315 -100,189	-98%	-$9.11M	﹤0.01%	1499
2025 Q3	$9.33M	Buy	102,504 +66,373	+184%	+$6.03M	0.08%	228
2025 Q2	$3.28M	Sell	36,131 -28,439	-44%	-$2.58M	0.03%	466
2025 Q1	$5.86M	Buy	64,570 +28,213	+78%	+$2.55M	0.07%	280
2024 Q4	$3.28M	Buy	+36,357	New	+$3.29M	0.04%	402
2024 Q1	–	Sell	-8,981	Closed	-$808K	–	1676
2023 Q4	$808K	Buy	+8,981	New	+$803K	0.01%	804

Other funds holding FTSD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WAP

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Integrated Wealth Concepts's FTSD Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Franklin Short Duration US Government ETF (FTSD) stake by 0.98% in Q2 2026, selling an estimated $56.6K and leaving 63,331 shares worth $5.73M. The position accounts for 0.04% of the portfolio, ranked #428.

Integrated Wealth Concepts first reported a position in FTSD in Q4 2023 and has held it in 8 quarters since. The position peaked at $9.33M in Q3 2025. 65 funds tracked by Wall St. Rank hold FTSD as of Q2 2026.

Integrated Wealth Concepts held 63,331 shares of Franklin Short Duration US Government ETF worth $5.73M as of Q2 2026.
Integrated Wealth Concepts sold 626 Franklin Short Duration US Government ETF shares in Q2 2026, an estimated $56.6K.
Franklin Short Duration US Government ETF made up 0.04% of Integrated Wealth Concepts's portfolio in Q2 2026, its #428 holding.
Integrated Wealth Concepts first reported a position in Franklin Short Duration US Government ETF in Q4 2023 and has held it in 8 quarters since.
Integrated Wealth Concepts's Franklin Short Duration US Government ETF position peaked at $9.33M in Q3 2025.
65 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.