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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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