Schwallier Wealth Management’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Schwallier Wealth Management’s Portfolio FLDR Stock Details FLDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.93M	Sell	38,577 -3,128	-8%	-$157K	1.22%	20
2026 Q1	$2.09M	Sell	41,705 -6,182	-13%	-$311K	1.52%	13
2025 Q4	$2.4M	Buy	+47,887	New	+$2.41M	1.54%	12

Other funds holding FLDR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWM

Athena Wealth Management Reno, Nevada $134M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Schwallier Wealth Management's FLDR Position: Q2 2026 in Review

Schwallier Wealth Management reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 7.5% in Q2 2026, selling an estimated $157K and leaving 38,577 shares worth $1.93M. The position accounts for 1.22% of the portfolio, ranked #20.

Schwallier Wealth Management first reported a position in FLDR in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.4M in Q4 2025. 120 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Schwallier Wealth Management held 38,577 shares of Fidelity Low Duration Bond Factor ETF worth $1.93M as of Q2 2026.
Schwallier Wealth Management sold 3,128 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $157K.
Fidelity Low Duration Bond Factor ETF made up 1.22% of Schwallier Wealth Management's portfolio in Q2 2026, its #20 holding.
Schwallier Wealth Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2025 and has held it in 3 quarters since.
Schwallier Wealth Management's Fidelity Low Duration Bond Factor ETF position peaked at $2.4M in Q4 2025.
120 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.