JNBA Financial Advisors’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

JNBA Financial Advisors’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	$7.91K	Buy	158 +2	+1%	+$100	﹤0.01%	545
2026 Q1	$7.82K	Buy	156 +1	+0.6%	+$50	﹤0.01%	530
2025 Q4	$7.76K	Buy	155 +2	+1%	+$101	﹤0.01%	515
2025 Q3	$7.67K	Buy	153 +2	+1%	+$100	﹤0.01%	511
2025 Q2	$7.56K	Buy	151 +21	+16%	+$1.05K	﹤0.01%	497
2025 Q1	$6.52K	Buy	130 +1	+0.8%	+$50	﹤0.01%	507
2024 Q4	$6.42K	Buy	129 +2	+2%	+$100	﹤0.01%	510
2024 Q3	$6.37K	Buy	127 +2	+2%	+$100	﹤0.01%	524
2024 Q2	$6.24K	Buy	125 +2	+2%	+$100	﹤0.01%	499
2024 Q1	$6.17K	Buy	123 +1	+0.8%	+$50	﹤0.01%	511
2023 Q4	$6.07K	Buy	122 +2	+2%	+$99	﹤0.01%	518
2023 Q3	$5.94K	Buy	120 +2	+2%	+$100	﹤0.01%	522
2023 Q2	$5.89K	Buy	118 +41	+53%	+$2.04K	﹤0.01%	517
2023 Q1	$3.84K	Buy	77 +1	+1%	+$50	﹤0.01%	576
2022 Q4	$3.78K	Hold	76	–	–	﹤0.01%	541
2022 Q3	$4K	Buy	76 +1	+1%	+$50	﹤0.01%	545
2022 Q2	$4K	Hold	75	–	–	﹤0.01%	582
2022 Q1	$4K	Hold	75	–	–	﹤0.01%	572
2021 Q4	$4K	Hold	75	–	–	﹤0.01%	635
2021 Q3	$4K	Hold	75	–	–	﹤0.01%	610
2021 Q2	$4K	Hold	75	–	–	﹤0.01%	565
2021 Q1	$4K	Buy	+75	New	+$3.82K	﹤0.01%	543

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 $139M AUM 20.91% 1-Year Est. Return

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

JNBA Financial Advisors's FLDR Position: Q2 2026 in Review

JNBA Financial Advisors increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 1.3% in Q2 2026, buying an estimated $100 and bringing the position to 158 shares worth $7.91K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

JNBA Financial Advisors first reported a position in FLDR in Q1 2021 and has held it in 22 quarters since. 120 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

JNBA Financial Advisors held 158 shares of Fidelity Low Duration Bond Factor ETF worth $7.91K as of Q2 2026.
JNBA Financial Advisors bought 2 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $100.
Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #545 holding.
JNBA Financial Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2021 and has held it in 22 quarters since.
120 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.