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FLDB icon

&Partners’s Fidelity Low Duration Bond ETF FLDB Stock Holding History

&Partners’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 		$762K Buy
15,173
+561
+4% +$28.2K ﹤0.01% 1588
2026
Q1 		$730K Sell
14,612
-606
-4% -$30.6K ﹤0.01% 1478
2025
Q4 		$767K Buy
+15,218
New +$770K ﹤0.01% 1376

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
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
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

&Partners's FLDB Position: Q2 2026 in Review

&Partners increased its Fidelity Low Duration Bond ETF (FLDB) stake by 3.8% in Q2 2026, buying an estimated $28.2K and bringing the position to 15,173 shares worth $762K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

&Partners first reported a position in FLDB in Q4 2025 and has held it in 3 quarters since. The position peaked at $767K in Q4 2025. 18 funds tracked by Wall St. Rank hold FLDB as of Q2 2026.

  • &Partners held 15,173 shares of Fidelity Low Duration Bond ETF worth $762K as of Q2 2026.
  • &Partners bought 561 Fidelity Low Duration Bond ETF shares in Q2 2026, an estimated $28.2K.
  • Fidelity Low Duration Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1588 holding.
  • &Partners first reported a position in Fidelity Low Duration Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • &Partners's Fidelity Low Duration Bond ETF position peaked at $767K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Fidelity Low Duration Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.