Birchcreek Wealth Management’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Birchcreek Wealth Management’s Portfolio FLDR Stock Details FLDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-13,973	Closed	-$697K	–	134
2024 Q2	$697K	Buy	13,973 +5,268	+61%	+$263K	0.39%	60
2024 Q1	$435K	Sell	8,705 -1,100	-11%	-$55K	0.23%	91
2023 Q4	$489K	Sell	9,805 -648	-6%	-$32.2K	0.29%	78
2023 Q3	$518K	Buy	+10,453	New	+$520K	0.35%	72

Other funds holding FLDR

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPCP

Cedar Point Capital Partners Cedar Rapids, Iowa $154M AUM 16.57% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Birchcreek Wealth Management's FLDR Position: Q3 2024 in Review

Birchcreek Wealth Management sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q3 2024, closing a stake of 13,973 shares — an estimated $697K sold.

Birchcreek Wealth Management first reported a position in FLDR in Q3 2023 and held it in 4 quarters. The position peaked at $697K in Q2 2024. 65 funds tracked by Wall St. Rank hold FLDR as of Q3 2024.

Birchcreek Wealth Management reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q3 2024 after selling out during the quarter.
Birchcreek Wealth Management sold 13,973 Fidelity Low Duration Bond Factor ETF shares in Q3 2024, an estimated $697K.
Birchcreek Wealth Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2023 and held it in 4 quarters.
Birchcreek Wealth Management's Fidelity Low Duration Bond Factor ETF position peaked at $697K in Q2 2024.
65 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2024.

Based on Birchcreek Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.