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Principal Securities’s Fidelity Low Duration Bond ETF FLDB Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-323
Closed -$16.3K – 3589
2025
Q3 		$16.3K Hold
323
– – ﹤0.01% 2499
2025
Q2 		$16.3K Buy
+323
New +$16.3K ﹤0.01% 2416

Other funds holding FLDB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

Principal Securities's FLDB Position: Q4 2025 in Review

Principal Securities sold out of Fidelity Low Duration Bond ETF (FLDB) in Q4 2025, closing a stake of 323 shares — an estimated $16.3K sold.

Principal Securities first reported a position in FLDB in Q2 2025 and held it in 2 quarters. The position peaked at $16.3K in Q3 2025. 11 funds tracked by Wall St. Rank hold FLDB as of Q4 2025.

  • Principal Securities reported no remaining Fidelity Low Duration Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 323 Fidelity Low Duration Bond ETF shares in Q4 2025, an estimated $16.3K.
  • Principal Securities first reported a position in Fidelity Low Duration Bond ETF in Q2 2025 and held it in 2 quarters.
  • Principal Securities's Fidelity Low Duration Bond ETF position peaked at $16.3K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Fidelity Low Duration Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.