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NWAM LLC’s Fidelity Low Duration Bond ETF FLDB Stock Holding History

NWAM LLC’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 		$350K Sell
6,960
-316
-4% -$15.9K 0.02% 522
2026
Q1 		$366K Buy
7,276
+5
+0.1% +$252 0.02% 464
2025
Q4 		$367K Sell
7,271
-7,944
-52% -$402K 0.02% 461
2025
Q3 		$771K Buy
15,215
+3,618
+31% +$183K 0.04% 327
2025
Q2 		$585K Buy
+11,597
New +$585K 0.03% 361

Other funds holding FLDB

HAM
Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
OG
Odyssey Group Lancaster, Pennsylvania $369M AUM
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

NWAM LLC's FLDB Position: Q2 2026 in Review

NWAM LLC reduced its Fidelity Low Duration Bond ETF (FLDB) stake by 4.3% in Q2 2026, selling an estimated $15.9K and leaving 6,960 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #522.

NWAM LLC first reported a position in FLDB in Q2 2025 and has held it in 5 quarters since. The position peaked at $771K in Q3 2025. 18 funds tracked by Wall St. Rank hold FLDB as of Q2 2026.

  • NWAM LLC held 6,960 shares of Fidelity Low Duration Bond ETF worth $350K as of Q2 2026.
  • NWAM LLC sold 316 Fidelity Low Duration Bond ETF shares in Q2 2026, an estimated $15.9K.
  • Fidelity Low Duration Bond ETF made up 0.02% of NWAM LLC's portfolio in Q2 2026, its #522 holding.
  • NWAM LLC first reported a position in Fidelity Low Duration Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • NWAM LLC's Fidelity Low Duration Bond ETF position peaked at $771K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held Fidelity Low Duration Bond ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.