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 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 $377B AUM 19.32% 1-Year Est. Return

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

WAP

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Jones Financial Companies's FTSD Position: Q1 2026 in Review

Jones Financial Companies increased its Franklin Short Duration US Government ETF (FTSD) stake by 12% in Q1 2026, buying an estimated $386K and bringing the position to 39,680 shares worth $3.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Jones Financial Companies first reported a position in FTSD in Q2 2024 and has held it in 8 quarters since. 66 funds tracked by Wall St. Rank hold FTSD as of Q1 2026.

Jones Financial Companies held 39,680 shares of Franklin Short Duration US Government ETF worth $3.6M as of Q1 2026.
Jones Financial Companies bought 4,240 Franklin Short Duration US Government ETF shares in Q1 2026, an estimated $386K.
Franklin Short Duration US Government ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1207 holding.
Jones Financial Companies first reported a position in Franklin Short Duration US Government ETF in Q2 2024 and has held it in 8 quarters since.
66 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.