Harmony Asset Management
FLDB icon

Harmony Asset Management’s Fidelity Low Duration Bond ETF FLDB Stock Holding History

Harmony Asset Management’s Portfolio FLDB Stock Details FLDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.7M Buy
213,848
+75,125
+54% +$3.78M 2.69% 9
2026
Q2 		$6.97M Hold
138,723
– – 1.87% 10
2026
Q1 		$6.98M Buy
+138,723
New +$7M 2.13% 8

Other funds holding FLDB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Midwest Financial Network
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
NWAM LLC
NWAM LLC Mercer Island, Washington $2.09B AUM 23.73% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
IFG Advisory
IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return

Harmony Asset Management's FLDB Position: Q3 2026 in Review

Harmony Asset Management increased its Fidelity Low Duration Bond ETF (FLDB) stake by 54% in Q3 2026, buying an estimated $3.78M and bringing the position to 213,848 shares worth $10.7M. The position accounts for 2.69% of the portfolio, ranked #9.

Harmony Asset Management first reported a position in FLDB in Q1 2026 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold FLDB as of Q3 2026.

  • Harmony Asset Management held 213,848 shares of Fidelity Low Duration Bond ETF worth $10.7M as of Q3 2026.
  • Harmony Asset Management bought 75,125 Fidelity Low Duration Bond ETF shares in Q3 2026, an estimated $3.78M.
  • Fidelity Low Duration Bond ETF made up 2.69% of Harmony Asset Management's portfolio in Q3 2026, its #9 holding.
  • Harmony Asset Management first reported a position in Fidelity Low Duration Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held Fidelity Low Duration Bond ETF as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.