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

Liberty 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	$330K	Hold	6,584	–	–	0.04%	188
2026 Q1	$330K	Buy	6,584 +65	+1%	+$3.27K	0.04%	188
2025 Q4	$327K	Buy	6,519 +58	+0.9%	+$2.92K	0.04%	176
2025 Q3	$324K	Buy	+6,461	New	+$324K	0.05%	171

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

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

Liberty Wealth Management held its Fidelity Low Duration Bond Factor ETF (FLDR) position steady in Q2 2026 at 6,584 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #188.

Liberty Wealth Management first reported a position in FLDR in Q3 2025 and has held it in 4 quarters since. 121 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Liberty Wealth Management held 6,584 shares of Fidelity Low Duration Bond Factor ETF worth $330K as of Q2 2026.
Liberty Wealth Management left its Fidelity Low Duration Bond Factor ETF share count unchanged in Q2 2026.
Fidelity Low Duration Bond Factor ETF made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #188 holding.
Liberty Wealth Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2025 and has held it in 4 quarters since.
121 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.