Action Point Financial Planning’s Fidelity Low Duration Bond ETF FLDB Stock Holding History

Action Point Financial Planning’s Portfolio FLDB Stock Details FLDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.21K	Buy	+64	New	+$3.22K	﹤0.01%	2019

Other funds holding FLDB

HAM

Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Odyssey Group Lancaster, Pennsylvania $369M AUM

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Action Point Financial Planning's FLDB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Fidelity Low Duration Bond ETF (FLDB) in Q2 2026: 64 shares worth $3.21K. The stake represents ﹤0.01% of the portfolio and ranks #2019 among its holdings.

18 funds tracked by Wall St. Rank hold FLDB as of Q2 2026.

Action Point Financial Planning held 64 shares of Fidelity Low Duration Bond ETF worth $3.21K as of Q2 2026.
Fidelity Low Duration Bond ETF was a new Action Point Financial Planning position in Q2 2026.
Fidelity Low Duration Bond ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2019 holding.
18 funds tracked by Wall St. Rank held Fidelity Low Duration Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.