GWM
FLDR icon

GK Wealth Management’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

GK Wealth 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
Q2 		$221K Buy
+4,416
New +$221K 0.12% 202
2026
Q1 		– Sell
-4,429
Closed -$222K – 103
2025
Q4 		$222K Buy
+4,429
New +$223K 0.15% 161

Other funds holding FLDR

KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $289M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

GK Wealth Management's FLDR Position: Q2 2026 in Review

GK Wealth Management opened a new position in Fidelity Low Duration Bond Factor ETF (FLDR) in Q2 2026: 4,416 shares worth $221K. The stake represents 0.12% of the portfolio and ranks #202 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in FLDR as recently as Q4 2025.

GK Wealth Management first reported a position in FLDR in Q4 2025 and has held it in 2 quarters since. The position peaked at $222K in Q4 2025. 16 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

  • GK Wealth Management held 4,416 shares of Fidelity Low Duration Bond Factor ETF worth $221K as of Q2 2026.
  • Fidelity Low Duration Bond Factor ETF was a new GK Wealth Management position in Q2 2026.
  • Fidelity Low Duration Bond Factor ETF made up 0.12% of GK Wealth Management's portfolio in Q2 2026, its #202 holding.
  • GK Wealth Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • GK Wealth Management's Fidelity Low Duration Bond Factor ETF position peaked at $222K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.