Independent Advisor Alliance’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Independent Advisor Alliance’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 Q1	–	Sell	-4,106	Closed	-$205K	–	975
2024 Q4	$205K	Buy	+4,106	New	+$206K	﹤0.01%	1283

Other funds holding FLDR

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

CPCP

Cedar Point Capital Partners Cedar Rapids, Iowa $154M AUM 16.57% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Independent Advisor Alliance's FLDR Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2025, closing a stake of 4,106 shares — an estimated $205K sold.

Independent Advisor Alliance first reported a position in FLDR in Q4 2024 and held it in 1 quarter. The position peaked at $205K in Q4 2024. 84 funds tracked by Wall St. Rank hold FLDR as of Q1 2025.

Independent Advisor Alliance reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q1 2025 after selling out during the quarter.
Independent Advisor Alliance sold 4,106 Fidelity Low Duration Bond Factor ETF shares in Q1 2025, an estimated $205K.
Independent Advisor Alliance first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2024 and held it in 1 quarter.
Independent Advisor Alliance's Fidelity Low Duration Bond Factor ETF position peaked at $205K in Q4 2024.
84 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.