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Grimes & Company’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Grimes & Company’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 		$420K Sell
8,391
-115
-1% -$5.77K 0.01% 336
2026
Q1 		$426K Buy
8,506
+287
+3% +$14.4K 0.01% 316
2025
Q4 		$413K Buy
8,219
+93
+1% +$4.68K 0.01% 331
2025
Q3 		$408K Buy
8,126
+97
+1% +$4.87K 0.01% 334
2025
Q2 		$402K Buy
+8,029
New +$402K 0.01% 297

Other funds holding FLDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $134M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Grimes & Company's FLDR Position: Q2 2026 in Review

Grimes & Company reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 1.4% in Q2 2026, selling an estimated $5.77K and leaving 8,391 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #336.

Grimes & Company first reported a position in FLDR in Q2 2025 and has held it in 5 quarters since. The position peaked at $426K in Q1 2026. 120 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

  • Grimes & Company held 8,391 shares of Fidelity Low Duration Bond Factor ETF worth $420K as of Q2 2026.
  • Grimes & Company sold 115 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $5.77K.
  • Fidelity Low Duration Bond Factor ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #336 holding.
  • Grimes & Company first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • Grimes & Company's Fidelity Low Duration Bond Factor ETF position peaked at $426K in Q1 2026.
  • 120 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.