Envestnet Portfolio Solutions’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
Q2
$248K Buy
4,954
+3
+0.1% +$150 ﹤0.01% 1277
2026
Q1
$248K Buy
+4,951
New +$249K ﹤0.01% 1195
2024
Q2
– Sell
-4,865
Closed -$243K – 1649
2024
Q1
$243K Sell
4,865
-457
-9% -$22.8K ﹤0.01% 1464
2023
Q4
$266K Buy
+5,322
New +$264K ﹤0.01% 1356

Other funds holding FLDR

Envestnet Portfolio Solutions's FLDR Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 0.06% in Q2 2026, buying an estimated $150 and bringing the position to 4,954 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Envestnet Portfolio Solutions first reported a position in FLDR in Q4 2023 and has held it in 4 quarters since. The position peaked at $266K in Q4 2023. 120 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

  • Envestnet Portfolio Solutions held 4,954 shares of Fidelity Low Duration Bond Factor ETF worth $248K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 3 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $150.
  • Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1277 holding.
  • Envestnet Portfolio Solutions first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2023 and has held it in 4 quarters since.
  • Envestnet Portfolio Solutions's Fidelity Low Duration Bond Factor ETF position peaked at $266K in Q4 2023.
  • 120 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.