Cornerstone Planning Group
FLDB icon

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
Q3 		– Sell
-373
Closed -$18.8K – 1779
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

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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Midwest Financial Network
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
NWAM LLC
NWAM LLC Mercer Island, Washington $2.09B AUM 23.73% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
IFG Advisory
IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cornerstone Planning Group's FLDB Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Fidelity Low Duration Bond ETF (FLDB) in Q3 2026, closing a stake of 373 shares — an estimated $18.8K sold.

Cornerstone Planning Group first reported a position in FLDB in Q3 2025 and held it in 4 quarters. The position peaked at $18.8K in Q4 2025. 11 funds tracked by Wall St. Rank hold FLDB as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Fidelity Low Duration Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 373 Fidelity Low Duration Bond ETF shares in Q3 2026, an estimated $18.8K.
  • Cornerstone Planning Group first reported a position in Fidelity Low Duration Bond ETF in Q3 2025 and held it in 4 quarters.
  • Cornerstone Planning Group's Fidelity Low Duration Bond ETF position peaked at $18.8K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Fidelity Low Duration Bond ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.