TLA
FLDR icon

Tanglewood Legacy Advisors’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Tanglewood Legacy Advisors’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 		$5.21K Hold
104
– – ﹤0.01% 255
2026
Q1 		$5.21K Hold
104
– – ﹤0.01% 240
2025
Q4 		$5.22K Buy
+104
New +$5.23K ﹤0.01% 237

Other funds holding FLDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
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
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

Tanglewood Legacy Advisors's FLDR Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Fidelity Low Duration Bond Factor ETF (FLDR) position steady in Q2 2026 at 104 shares worth $5.21K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Tanglewood Legacy Advisors first reported a position in FLDR in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.22K in Q4 2025. 120 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

  • Tanglewood Legacy Advisors held 104 shares of Fidelity Low Duration Bond Factor ETF worth $5.21K as of Q2 2026.
  • Tanglewood Legacy Advisors left its Fidelity Low Duration Bond Factor ETF share count unchanged in Q2 2026.
  • Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #255 holding.
  • Tanglewood Legacy Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Tanglewood Legacy Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $5.22K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.