Secure Asset Management’s Fidelity Sustainable Low Duration Bond ETF FSLD Stock Holding History

Secure Asset Management’s Portfolio FSLD Stock Details FSLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-83,199	Closed	-$4.16M	–	237
2023 Q3	$4.16M	Buy	83,199 +1,486	+2%	+$74.4K	1.24%	13
2023 Q2	$4.08M	Buy	81,713 +31,214	+62%	+$1.56M	1.24%	13
2023 Q1	$2.52M	Buy	50,499 +4,729	+10%	+$236K	0.84%	26
2022 Q4	$2.28M	Buy	+45,770	New	+$2.28M	0.82%	23

Other funds holding FSLD

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Secure Asset Management's FSLD Position: Q4 2023 in Review

Secure Asset Management sold out of Fidelity Sustainable Low Duration Bond ETF (FSLD) in Q4 2023, closing a stake of 83,199 shares — an estimated $4.16M sold.

Secure Asset Management first reported a position in FSLD in Q4 2022 and held it in 4 quarters. The position peaked at $4.16M in Q3 2023. 4 funds tracked by Wall St. Rank hold FSLD as of Q4 2023.

Secure Asset Management reported no remaining Fidelity Sustainable Low Duration Bond ETF position as of Q4 2023 after selling out during the quarter.
Secure Asset Management sold 83,199 Fidelity Sustainable Low Duration Bond ETF shares in Q4 2023, an estimated $4.16M.
Secure Asset Management first reported a position in Fidelity Sustainable Low Duration Bond ETF in Q4 2022 and held it in 4 quarters.
Secure Asset Management's Fidelity Sustainable Low Duration Bond ETF position peaked at $4.16M in Q3 2023.
4 funds tracked by Wall St. Rank held Fidelity Sustainable Low Duration Bond ETF as of Q4 2023.

Based on Secure Asset Management's 13F filing for Q4 2023, filed 22 Jan 2024.