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Briaud Financial Planning’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-20
Closed -$1K – 129
2025
Q2 		$1K Buy
+20
New +$1K ﹤0.01% 333

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Commonwealth Equity Services
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Briaud Financial Planning's FLDR Position: Q3 2025 in Review

Briaud Financial Planning sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q3 2025, closing a stake of 20 shares — an estimated $1K sold.

Briaud Financial Planning first reported a position in FLDR in Q2 2025 and held it in 1 quarter. The position peaked at $1K in Q2 2025. 108 funds tracked by Wall St. Rank hold FLDR as of Q3 2025.

  • Briaud Financial Planning reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 20 Fidelity Low Duration Bond Factor ETF shares in Q3 2025, an estimated $1K.
  • Briaud Financial Planning first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Fidelity Low Duration Bond Factor ETF position peaked at $1K in Q2 2025.
  • 108 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.