Guidance Capital’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Guidance Capital’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	$594K	Buy	11,855 +776	+7%	+$38.9K	0.13%	155
2026 Q1	$555K	Buy	11,079 +198	+2%	+$9.95K	0.12%	155
2025 Q4	$547K	Hold	10,881	–	–	0.13%	153
2025 Q3	$549K	Buy	10,881 +20	+0.2%	+$1K	0.14%	146
2025 Q2	$545K	Buy	10,861 +207	+2%	+$10.4K	0.16%	133
2025 Q1	$532K	Buy	10,654 +1,143	+12%	+$57.3K	0.16%	127
2024 Q4	$476K	Hold	9,511	–	–	0.15%	132
2024 Q3	$477K	Hold	9,511	–	–	0.15%	140
2024 Q2	$476K	Buy	+9,511	New	+$475K	0.16%	139

Other funds holding FLDR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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

Guidance Capital's FLDR Position: Q2 2026 in Review

Guidance Capital increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 7% in Q2 2026, buying an estimated $38.9K and bringing the position to 11,855 shares worth $594K. The position accounts for 0.13% of the portfolio, ranked #155.

Guidance Capital first reported a position in FLDR in Q2 2024 and has held it in 9 quarters since. 121 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Guidance Capital held 11,855 shares of Fidelity Low Duration Bond Factor ETF worth $594K as of Q2 2026.
Guidance Capital bought 776 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $38.9K.
Fidelity Low Duration Bond Factor ETF made up 0.13% of Guidance Capital's portfolio in Q2 2026, its #155 holding.
Guidance Capital first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2024 and has held it in 9 quarters since.
121 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.