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

Seed 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	$401K	Sell	8,000 -700	-8%	-$35.1K	0.25%	59
2026 Q1	$435K	Hold	8,700	–	–	0.3%	54
2025 Q4	$437K	Hold	8,700	–	–	0.3%	51
2025 Q3	$437K	Hold	8,700	–	–	0.3%	61
2025 Q2	$436K	Hold	8,700	–	–	0.32%	81
2025 Q1	$436K	Hold	8,700	–	–	0.36%	74
2024 Q4	$434K	Hold	8,700	–	–	0.35%	73
2024 Q3	$437K	Hold	8,700	–	–	0.35%	71
2024 Q2	$434K	Hold	8,700	–	–	0.38%	69
2024 Q1	$434K	Hold	8,700	–	–	0.42%	63
2023 Q4	$434K	Sell	8,700 -4,300	-33%	-$214K	0.44%	58
2023 Q3	$644K	Hold	13,000	–	–	0.72%	36
2023 Q2	$647K	Hold	13,000	–	–	0.69%	38
2023 Q1	$645K	Hold	13,000	–	–	0.73%	33
2022 Q4	$643K	Buy	+13,000	New	+$642K	0.74%	32

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

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

Seed Wealth Management reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 8% in Q2 2026, selling an estimated $35.1K and leaving 8,000 shares worth $401K. The position accounts for 0.25% of the portfolio, ranked #59.

Seed Wealth Management first reported a position in FLDR in Q4 2022 and has held it in 15 quarters since. The position peaked at $647K in Q2 2023. 121 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Seed Wealth Management held 8,000 shares of Fidelity Low Duration Bond Factor ETF worth $401K as of Q2 2026.
Seed Wealth Management sold 700 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $35.1K.
Fidelity Low Duration Bond Factor ETF made up 0.25% of Seed Wealth Management's portfolio in Q2 2026, its #59 holding.
Seed Wealth Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2022 and has held it in 15 quarters since.
Seed Wealth Management's Fidelity Low Duration Bond Factor ETF position peaked at $647K in Q2 2023.
121 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Seed Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.