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Cornerstone Planning Group’s Fidelity Low Duration Bond ETF FLDB Stock Holding History

Cornerstone Planning Group’s Portfolio FLDB Stock Details FLDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.8K Hold
373
– – ﹤0.01% 695
2026
Q1 		$18.7K Buy
373
+1
+0.3% +$50 ﹤0.01% 694
2025
Q4 		$18.8K Hold
372
– – ﹤0.01% 605
2025
Q3 		$18.8K Buy
+372
New +$18.8K ﹤0.01% 603

Other funds holding FLDB

HAM
Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
RFP
RCS Financial Planning Annapolis, Maryland $211M AUM 17.8% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cornerstone Planning Group's FLDB Position: Q2 2026 in Review

Cornerstone Planning Group held its Fidelity Low Duration Bond ETF (FLDB) position steady in Q2 2026 at 373 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Cornerstone Planning Group first reported a position in FLDB in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.8K in Q4 2025. 8 funds tracked by Wall St. Rank hold FLDB as of Q2 2026.

  • Cornerstone Planning Group held 373 shares of Fidelity Low Duration Bond ETF worth $18.8K as of Q2 2026.
  • Cornerstone Planning Group left its Fidelity Low Duration Bond ETF share count unchanged in Q2 2026.
  • Fidelity Low Duration Bond ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #695 holding.
  • Cornerstone Planning Group first reported a position in Fidelity Low Duration Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's Fidelity Low Duration Bond ETF position peaked at $18.8K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Fidelity Low Duration Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.