LWM
FLDR icon

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

LongView 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 		$1.01M Sell
20,129
-61
-0.3% -$3.06K 0.26% 86
2026
Q1 		$1.01M Buy
20,190
+12,586
+166% +$633K 0.25% 88
2025
Q4 		$382K Buy
7,604
+1,917
+34% +$96.5K 0.09% 165
2025
Q3 		$285K Buy
5,687
+1,491
+36% +$74.9K 0.08% 185
2025
Q2 		$210K Buy
+4,196
New +$210K 0.06% 209

Other funds holding FLDR

KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $289M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

LongView Wealth Management reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 0.3% in Q2 2026, selling an estimated $3.06K and leaving 20,129 shares worth $1.01M. The position accounts for 0.26% of the portfolio, ranked #86.

LongView Wealth Management first reported a position in FLDR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.01M in Q1 2026. 16 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

  • LongView Wealth Management held 20,129 shares of Fidelity Low Duration Bond Factor ETF worth $1.01M as of Q2 2026.
  • LongView Wealth Management sold 61 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $3.06K.
  • Fidelity Low Duration Bond Factor ETF made up 0.26% of LongView Wealth Management's portfolio in Q2 2026, its #86 holding.
  • LongView Wealth Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • LongView Wealth Management's Fidelity Low Duration Bond Factor ETF position peaked at $1.01M in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.