Lakeridge Wealth Management’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Lakeridge Wealth Management’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	$4.04M	Buy	80,545 +6,333	+9%	+$318K	1.48%	16
2026 Q1	$3.71M	Buy	74,212 +6,593	+10%	+$331K	1.6%	14
2025 Q4	$3.4M	Buy	67,619 +5,630	+9%	+$283K	1.54%	16
2025 Q3	$3.11M	Buy	61,989 +11,896	+24%	+$597K	1.38%	21
2025 Q2	$2.51M	Buy	50,093 +2,063	+4%	+$103K	1.15%	21
2025 Q1	$2.41M	Buy	48,030 +18,536	+63%	+$929K	1.2%	19
2024 Q4	$1.47M	Buy	29,494 +25,224	+591%	+$1.26M	0.76%	24
2024 Q3	$214K	Buy	+4,270	New	+$214K	0.12%	145

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

Lakeridge Wealth Management's FLDR Position: Q2 2026 in Review

Lakeridge Wealth Management increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 8.5% in Q2 2026, buying an estimated $318K and bringing the position to 80,545 shares worth $4.04M. The position accounts for 1.48% of the portfolio, ranked #16.

Lakeridge Wealth Management first reported a position in FLDR in Q3 2024 and has held it in 8 quarters since. 121 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Lakeridge Wealth Management held 80,545 shares of Fidelity Low Duration Bond Factor ETF worth $4.04M as of Q2 2026.
Lakeridge Wealth Management bought 6,333 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $318K.
Fidelity Low Duration Bond Factor ETF made up 1.48% of Lakeridge Wealth Management's portfolio in Q2 2026, its #16 holding.
Lakeridge Wealth Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2024 and has held it in 8 quarters since.
121 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.