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 Q3	$1.04M	Buy	20,649 +1,161	+6%	+$58.4K	﹤0.01%	4465
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2.09B AUM 23.73% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

LPL Financial's FLDB Position: Q3 2026 in Review

LPL Financial increased its Fidelity Low Duration Bond ETF (FLDB) stake by 6% in Q3 2026, buying an estimated $58.4K and bringing the position to 20,649 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #4465.

LPL Financial first reported a position in FLDB in Q4 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold FLDB as of Q3 2026.

LPL Financial held 20,649 shares of Fidelity Low Duration Bond ETF worth $1.04M as of Q3 2026.
LPL Financial bought 1,161 Fidelity Low Duration Bond ETF shares in Q3 2026, an estimated $58.4K.
Fidelity Low Duration Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4465 holding.
LPL Financial first reported a position in Fidelity Low Duration Bond ETF in Q4 2025 and has held it in 4 quarters since.
11 funds tracked by Wall St. Rank held Fidelity Low Duration Bond ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.