Carson Wealth (CWM LLC)’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$239K Buy
+4,774
New +$240K ﹤0.01% 2574
2024
Q4
– Sell
-32
Closed -$2K – 4985
2024
Q3
$2K Buy
+32
New +$1.61K ﹤0.01% 4386
2024
Q2
– Sell
-1,250
Closed -$62K – 4694
2024
Q1
$62K Buy
+1,250
New +$62.5K ﹤0.01% 2156
2022
Q3
– Sell
-496
Closed -$25K – 3993
2022
Q2
$25K Hold
496
– – ﹤0.01% 1983
2022
Q1
$25K Buy
+496
New +$25K ﹤0.01% 1943

Other funds holding FLDR

Carson Wealth (CWM LLC)'s FLDR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2026: 4,774 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #2574 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in FLDR as recently as Q3 2024.

Carson Wealth (CWM LLC) first reported a position in FLDR in Q1 2022 and has held it in 5 quarters since. 125 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,774 shares of Fidelity Low Duration Bond Factor ETF worth $239K as of Q1 2026.
  • Fidelity Low Duration Bond Factor ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2574 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2022 and has held it in 5 quarters since.
  • 125 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.