Harbour Investments’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Harbour Investments’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
2025 Q3	–	Sell	-8,422	Closed	-$422K	–	3780
2025 Q2	$422K	Sell	8,422 -9,044	-52%	-$452K	0.01%	836
2025 Q1	$875K	Sell	17,466 -13,930	-44%	-$698K	0.03%	526
2024 Q4	$1.57M	Buy	31,396 +21,418	+215%	+$1.07M	0.05%	351
2024 Q3	$501K	Sell	9,978 -3,245	-25%	-$163K	0.02%	655
2024 Q2	$660K	Sell	13,223 -10,099	-43%	-$505K	0.02%	528
2024 Q1	$1.17M	Buy	+23,322	New	+$1.17M	0.04%	377

Other funds holding FLDR

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Harbour Investments's FLDR Position: Q3 2025 in Review

Harbour Investments sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q3 2025, closing a stake of 8,422 shares — an estimated $422K sold.

Harbour Investments first reported a position in FLDR in Q1 2024 and held it in 6 quarters. The position peaked at $1.57M in Q4 2024. 108 funds tracked by Wall St. Rank hold FLDR as of Q3 2025.

Harbour Investments reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q3 2025 after selling out during the quarter.
Harbour Investments sold 8,422 Fidelity Low Duration Bond Factor ETF shares in Q3 2025, an estimated $422K.
Harbour Investments first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2024 and held it in 6 quarters.
Harbour Investments's Fidelity Low Duration Bond Factor ETF position peaked at $1.57M in Q4 2024.
108 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2025.

Based on Harbour Investments's 13F filing for Q3 2025, filed 12 Nov 2025.