Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-408
Closed -$36.4K – 199
2023
Q3 		$36.4K Buy
+408
New +$36.4K 0.01% 209

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Legacy Financial Group (Iowa)'s FTSD Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Franklin Short Duration US Government ETF (FTSD) in Q4 2023, closing a stake of 408 shares — an estimated $36.4K sold.

Legacy Financial Group (Iowa) first reported a position in FTSD in Q3 2023 and held it in 1 quarter. The position peaked at $36.4K in Q3 2023. 46 funds tracked by Wall St. Rank hold FTSD as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Franklin Short Duration US Government ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 408 Franklin Short Duration US Government ETF shares in Q4 2023, an estimated $36.4K.
  • Legacy Financial Group (Iowa) first reported a position in Franklin Short Duration US Government ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Franklin Short Duration US Government ETF position peaked at $36.4K in Q3 2023.
  • 46 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.