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Castleview Partners’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Castleview Partners’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
-4,408
Closed -$220K – 673
2024
Q2 		$220K Sell
4,408
-9,345
-68% -$467K 0.13% 165
2024
Q1 		$687K Buy
+13,753
New +$687K 0.38% 60

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Castleview Partners's FLDR Position: Q3 2024 in Review

Castleview Partners sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q3 2024, closing a stake of 4,408 shares — an estimated $220K sold.

Castleview Partners first reported a position in FLDR in Q1 2024 and held it in 2 quarters. The position peaked at $687K in Q1 2024. 65 funds tracked by Wall St. Rank hold FLDR as of Q3 2024.

  • Castleview Partners reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 4,408 Fidelity Low Duration Bond Factor ETF shares in Q3 2024, an estimated $220K.
  • Castleview Partners first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2024 and held it in 2 quarters.
  • Castleview Partners's Fidelity Low Duration Bond Factor ETF position peaked at $687K in Q1 2024.
  • 65 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.