TIAM2
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Tru Independence Asset Management 2’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Tru Independence Asset Management 2’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
2022
Q2 		– Sell
-103,072
Closed -$5.17M – 81
2022
Q1 		$5.17M Buy
+103,072
New +$5.2M 2.97% 8

Other funds holding FLDR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LWP
Lumature Wealth Partners Alpharetta, Georgia $168M AUM 9.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

Tru Independence Asset Management 2's FLDR Position: Q2 2022 in Review

Tru Independence Asset Management 2 sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q2 2022, closing a stake of 103,072 shares — an estimated $5.17M sold.

Tru Independence Asset Management 2 first reported a position in FLDR in Q1 2022 and held it in 1 quarter. The position peaked at $5.17M in Q1 2022. 43 funds tracked by Wall St. Rank hold FLDR as of Q2 2022.

  • Tru Independence Asset Management 2 reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 103,072 Fidelity Low Duration Bond Factor ETF shares in Q2 2022, an estimated $5.17M.
  • Tru Independence Asset Management 2 first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2022 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Fidelity Low Duration Bond Factor ETF position peaked at $5.17M in Q1 2022.
  • 43 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2022, filed 2 Aug 2022.