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 Q3	$386K	Sell	7,750 -250	-3%	-$12.5K	0.24%	55
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

Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Howard Wealth Management Madison, Connecticut $277M AUM 13.83% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Seed Wealth Management's FLDR Position: Q3 2026 in Review

Seed Wealth Management reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 3.1% in Q3 2026, selling an estimated $12.5K and leaving 7,750 shares worth $386K. The position accounts for 0.24% of the portfolio, ranked #55.

Seed Wealth Management first reported a position in FLDR in Q4 2022 and has held it in 16 quarters since. The position peaked at $647K in Q2 2023. 72 funds tracked by Wall St. Rank hold FLDR as of Q3 2026.

Seed Wealth Management held 7,750 shares of Fidelity Low Duration Bond Factor ETF worth $386K as of Q3 2026.
Seed Wealth Management sold 250 Fidelity Low Duration Bond Factor ETF shares in Q3 2026, an estimated $12.5K.
Fidelity Low Duration Bond Factor ETF made up 0.24% of Seed Wealth Management's portfolio in Q3 2026, its #55 holding.
Seed Wealth Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2022 and has held it in 16 quarters since.
Seed Wealth Management's Fidelity Low Duration Bond Factor ETF position peaked at $647K in Q2 2023.
72 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2026.

Based on Seed Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.