RFP
FLDB icon

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
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

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

RCS Financial Planning's FLDB Position: Q2 2026 in Review

RCS Financial Planning increased its Fidelity Low Duration Bond ETF (FLDB) stake by 0.44% in Q2 2026, buying an estimated $1.51K and bringing the position to 6,779 shares worth $342K. The position accounts for 0.16% of the portfolio, ranked #80.

RCS Financial Planning first reported a position in FLDB in Q1 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold FLDB as of Q2 2026.

  • RCS Financial Planning held 6,779 shares of Fidelity Low Duration Bond ETF worth $342K as of Q2 2026.
  • RCS Financial Planning bought 30 Fidelity Low Duration Bond ETF shares in Q2 2026, an estimated $1.51K.
  • Fidelity Low Duration Bond ETF made up 0.16% of RCS Financial Planning's portfolio in Q2 2026, its #80 holding.
  • RCS Financial Planning first reported a position in Fidelity Low Duration Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Fidelity Low Duration Bond ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.