Independent Financial Group’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Independent Financial Group’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	$376K	Hold	7,500	–	–	0.01%	1115
2026 Q1	$375K	Hold	7,500	–	–	0.01%	1061
2025 Q4	$377K	Hold	7,500	–	–	0.01%	1041
2025 Q3	$377K	Hold	7,500	–	–	0.01%	976
2025 Q2	$376K	Hold	7,500	–	–	0.01%	913
2025 Q1	$376K	Hold	7,500	–	–	0.01%	828
2024 Q4	$374K	Hold	7,500	–	–	0.01%	813
2024 Q3	$377K	Buy	+7,500	New	+$377K	0.01%	775

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

Independent Financial Group's FLDR Position: Q2 2026 in Review

Independent Financial Group held its Fidelity Low Duration Bond Factor ETF (FLDR) position steady in Q2 2026 at 7,500 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #1115.

Independent Financial Group first reported a position in FLDR in Q3 2024 and has held it in 8 quarters since. The position peaked at $377K in Q4 2025. 121 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Independent Financial Group held 7,500 shares of Fidelity Low Duration Bond Factor ETF worth $376K as of Q2 2026.
Independent Financial Group left its Fidelity Low Duration Bond Factor ETF share count unchanged in Q2 2026.
Fidelity Low Duration Bond Factor ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1115 holding.
Independent Financial Group first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2024 and has held it in 8 quarters since.
Independent Financial Group's Fidelity Low Duration Bond Factor ETF position peaked at $377K in Q4 2025.
121 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.