Compass Financial Management
FLDR icon

Compass Financial Management’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Compass Financial 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
2026
Q3 		$448 Hold
9
– – ﹤0.01% 1596
2026
Q2 		$451 Buy
+9
New +$451 ﹤0.01% 1419

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Compass Financial Management's FLDR Position: Q3 2026 in Review

Compass Financial Management held its Fidelity Low Duration Bond Factor ETF (FLDR) position steady in Q3 2026 at 9 shares worth $448. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

Compass Financial Management first reported a position in FLDR in Q2 2026 and has held it in 2 quarters since. The position peaked at $451 in Q2 2026. 105 funds tracked by Wall St. Rank hold FLDR as of Q3 2026.

  • Compass Financial Management held 9 shares of Fidelity Low Duration Bond Factor ETF worth $448 as of Q3 2026.
  • Compass Financial Management left its Fidelity Low Duration Bond Factor ETF share count unchanged in Q3 2026.
  • Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1596 holding.
  • Compass Financial Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Fidelity Low Duration Bond Factor ETF position peaked at $451 in Q2 2026.
  • 105 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.