LPL Financial
FLDB icon

LPL Financial’s Fidelity Low Duration Bond ETF FLDB Stock Holding History

LPL Financial’s Portfolio FLDB Stock Details FLDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$979K Buy
19,488
+6,239
+47% +$314K ﹤0.01% 4438
2026
Q1 		$667K Buy
13,249
+5,079
+62% +$256K ﹤0.01% 4517
2025
Q4 		$412K Buy
+8,170
New +$413K ﹤0.01% 4900

Other funds holding FLDB

HAM
Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
RFP
RCS Financial Planning Annapolis, Maryland $211M AUM 17.8% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LPL Financial's FLDB Position: Q2 2026 in Review

LPL Financial increased its Fidelity Low Duration Bond ETF (FLDB) stake by 47% in Q2 2026, buying an estimated $314K and bringing the position to 19,488 shares worth $979K. The position accounts for ﹤0.01% of the portfolio, ranked #4438.

LPL Financial first reported a position in FLDB in Q4 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold FLDB as of Q2 2026.

  • LPL Financial held 19,488 shares of Fidelity Low Duration Bond ETF worth $979K as of Q2 2026.
  • LPL Financial bought 6,239 Fidelity Low Duration Bond ETF shares in Q2 2026, an estimated $314K.
  • Fidelity Low Duration Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4438 holding.
  • LPL Financial first reported a position in Fidelity Low Duration Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Fidelity Low Duration Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.