FTF — FRANKLIN TEMPLETON LTD DUR I

Ownership history in Shaker Financial Services, LLC  ·  29 quarters on record

AI Ownership Summary

Shaker Financial Services, LLC reported FRANKLIN TEMPLETON LTD DUR I (FTF) in 29 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.56% in 2025 Q2. The latest visible filing shows FTF at 0.97% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FTF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Shaker Financial Services, LLC's position in FRANKLIN TEMPLETON LTD DUR I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FTF was reported at 0.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.56% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FTF stock page Shaker Financial Services, LLC fund profile Shaker Financial Services, LLC full holdings
How Shaker Financial Services, LLC held FTF — position size vs. price
% of Fund (quarterly)    FTF price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 495,009 -198,368 -28.6% 0.97% $3.0M 2026-02-14 (Est.) $6.06
2025 Q3 ADDED 693,377 +21,224 +3.2% 1.51% $4.4M 2025-10-22 $5.81
2025 Q2 ADDED 672,153 +123,481 +22.5% 1.56% $4.3M 2025-08-05 $5.90
2025 Q1 ADDED 548,672 +106,799 +24.2% 1.38% $3.5M 2025-05-09 $5.74
2024 Q4 ADDED 441,873 +47,009 +11.9% 1.12% $2.9M 2025-02-13 $5.83
2024 Q3 REDUCED 394,864 -115,350 -22.6% 0.99% $2.6M 2024-10-31 $5.51
2024 Q2 REDUCED 510,214 -8,569 -1.7% 1.31% $3.2M 2024-08-02 $5.35
2024 Q1 ADDED 518,783 +263,863 +103.5% 1.26% $3.3M 2024-05-13 $5.03
2023 Q4 REDUCED 254,920 -43,748 -14.6% 0.65% $1.6M 2024-02-07 $4.95
2023 Q3 REDUCED 298,668 -99,124 -24.9% 0.85% $1.8M 2023-11-02 $4.57
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FTF

As of 2025 Q4 — sorted by position size

GraniteShares Advisors LLC 3Y 1.64% Rareview Capital LLC 0.87% Financially in Tune, LLC 0.48% ABSOLUTE INVESTMENT ADVISERS, LLC 0.34% Quarry LP 3Y 0.19% PIN OAK INVESTMENT ADVISORS INC 3Y 7Y 0.14% Powell Investment Advisors, LLC 3Y 0.13% Advisors Asset Management, Inc. 3Y 7Y 0.11% Encompass More Asset Management 0.1% Logan Stone Capital, LLC 3Y 0.07%

FAQ About Shaker Financial Services, LLC and FTF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Shaker Financial Services, LLC reported owning FTF?

Shaker Financial Services, LLC reported FTF across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported FTF position in Shaker Financial Services, LLC's portfolio?

The largest reported portfolio weight for FTF was 1.56% in 2025 Q2.

What is the latest reported FTF position on this page?

The most recent filing on this page is 2025 Q4, when Shaker Financial Services, LLC reported 495,009 shares, equal to 0.97% of portfolio, with an estimated market value of $3.0M.

What does the chart on this FTF ownership page compare?

The chart compares Shaker Financial Services, LLC's quarterly FTF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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