RCS Financial Planning’s Fidelity Low Duration Bond ETF FLDB Stock Holding History

RCS Financial Planning’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	–	Sell	-6,779	Closed	-$342K	–	111
2026 Q2	$342K	Buy	6,779 +30	+0.4%	+$1.51K	0.16%	80
2026 Q1	$341K	Buy	+6,749	New	+$340K	0.18%	79

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

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

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

RCS Financial Planning's FLDB Position: Q3 2026 in Review

RCS Financial Planning sold out of Fidelity Low Duration Bond ETF (FLDB) in Q3 2026, closing a stake of 6,779 shares — an estimated $342K sold.

RCS Financial Planning first reported a position in FLDB in Q1 2026 and held it in 2 quarters. The position peaked at $342K in Q2 2026. 11 funds tracked by Wall St. Rank hold FLDB as of Q3 2026.

RCS Financial Planning reported no remaining Fidelity Low Duration Bond ETF position as of Q3 2026 after selling out during the quarter.
RCS Financial Planning sold 6,779 Fidelity Low Duration Bond ETF shares in Q3 2026, an estimated $342K.
RCS Financial Planning first reported a position in Fidelity Low Duration Bond ETF in Q1 2026 and held it in 2 quarters.
RCS Financial Planning's Fidelity Low Duration Bond ETF position peaked at $342K in Q2 2026.
11 funds tracked by Wall St. Rank held Fidelity Low Duration Bond ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.