Jones Financial Companies’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Jones Financial Companies’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	$4.09M	Buy	45,250 +5,570	+14%	+$504K	﹤0.01%	1279
2026 Q1	$3.6M	Buy	39,680 +4,240	+12%	+$386K	﹤0.01%	1207
2025 Q4	$3.23M	Buy	35,440 +19,570	+123%	+$1.78M	﹤0.01%	790
2025 Q3	$1.45M	Buy	15,870 +2,236	+16%	+$203K	﹤0.01%	987
2025 Q2	$1.24M	Buy	13,634 +2,862	+27%	+$259K	﹤0.01%	927
2025 Q1	$979K	Buy	10,772 +5,278	+96%	+$478K	﹤0.01%	870
2024 Q4	$496K	Buy	5,494 +1,956	+55%	+$177K	﹤0.01%	1005
2024 Q3	$323K	Buy	3,538 +3,124	+755%	+$283K	﹤0.01%	978
2024 Q2	$37.3K	Buy	+414	New	+$37.2K	﹤0.01%	1357

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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's FTSD Position: Q2 2026 in Review

Jones Financial Companies increased its Franklin Short Duration US Government ETF (FTSD) stake by 14% in Q2 2026, buying an estimated $504K and bringing the position to 45,250 shares worth $4.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Jones Financial Companies first reported a position in FTSD in Q2 2024 and has held it in 9 quarters since. 65 funds tracked by Wall St. Rank hold FTSD as of Q2 2026.

Jones Financial Companies held 45,250 shares of Franklin Short Duration US Government ETF worth $4.09M as of Q2 2026.
Jones Financial Companies bought 5,570 Franklin Short Duration US Government ETF shares in Q2 2026, an estimated $504K.
Franklin Short Duration US Government ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1279 holding.
Jones Financial Companies first reported a position in Franklin Short Duration US Government ETF in Q2 2024 and has held it in 9 quarters since.
65 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.