Tounjian Advisory Partners’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Tounjian Advisory Partners’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	$1.4K	Sell	28 -13,954	-100%	-$700K	﹤0.01%	615
2026 Q1	$700K	Sell	13,982 -522	-4%	-$26.2K	0.25%	114
2025 Q4	$729K	Sell	14,504 -252	-2%	-$12.7K	0.25%	119
2025 Q3	$741K	Sell	14,756 -1,628	-10%	-$81.7K	0.25%	117
2025 Q2	$821K	Sell	16,384 -76	-0.5%	-$3.8K	0.16%	155
2025 Q1	$825K	Buy	+16,460	New	+$825K	0.15%	155

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 $139M AUM 20.91% 1-Year Est. Return

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

Tounjian Advisory Partners's FLDR Position: Q2 2026 in Review

Tounjian Advisory Partners reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 100% in Q2 2026, selling an estimated $700K and leaving 28 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Tounjian Advisory Partners first reported a position in FLDR in Q1 2025 and has held it in 6 quarters since. The position peaked at $825K in Q1 2025. 120 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Tounjian Advisory Partners held 28 shares of Fidelity Low Duration Bond Factor ETF worth $1.4K as of Q2 2026.
Tounjian Advisory Partners sold 13,954 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $700K.
Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of Tounjian Advisory Partners's portfolio in Q2 2026, its #615 holding.
Tounjian Advisory Partners first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2025 and has held it in 6 quarters since.
Tounjian Advisory Partners's Fidelity Low Duration Bond Factor ETF position peaked at $825K in Q1 2025.
120 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.