Osaic Holdings’s Fidelity Low Duration Bond ETF FLDB Stock Holding History

Osaic Holdings’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	$211K	Buy	4,206 +3,712	+751%	+$187K	﹤0.01%	4412
2026 Q2	$24.9K	Buy	494 +6	+1%	+$302	﹤0.01%	6007
2026 Q1	$24.6K	Sell	488 -559	-53%	-$28.2K	﹤0.01%	5729
2025 Q4	$52.8K	Buy	1,047 +1,023	+4,263%	+$51.7K	﹤0.01%	5194
2025 Q3	$1.21K	Buy	+24	New	+$1.21K	﹤0.01%	7288

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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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

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

Osaic Holdings's FLDB Position: Q3 2026 in Review

Osaic Holdings increased its Fidelity Low Duration Bond ETF (FLDB) stake by 751% in Q3 2026, buying an estimated $187K and bringing the position to 4,206 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #4412.

Osaic Holdings first reported a position in FLDB in Q3 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold FLDB as of Q3 2026.

Osaic Holdings held 4,206 shares of Fidelity Low Duration Bond ETF worth $211K as of Q3 2026.
Osaic Holdings bought 3,712 Fidelity Low Duration Bond ETF shares in Q3 2026, an estimated $187K.
Fidelity Low Duration Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #4412 holding.
Osaic Holdings first reported a position in Fidelity Low Duration Bond ETF in Q3 2025 and has held it in 5 quarters since.
13 funds tracked by Wall St. Rank held Fidelity Low Duration Bond ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.