UBS Group’s Fidelity Low Duration Bond ETF FLDB Stock Holding History

UBS Group’s Portfolio FLDB Stock Details FLDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-47	Closed	-$2.37K	–	10936
2025 Q1	$2.37K	Buy	47 +2	+4%	+$101	﹤0.01%	9349
2024 Q4	$2.27K	Buy	+45	New	+$2.27K	﹤0.01%	9076

Other funds holding FLDB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

UBS Group's FLDB Position: Q2 2025 in Review

UBS Group sold out of Fidelity Low Duration Bond ETF (FLDB) in Q2 2025, closing a stake of 47 shares — an estimated $2.37K sold.

UBS Group first reported a position in FLDB in Q4 2024 and held it in 2 quarters. The position peaked at $2.37K in Q1 2025. 8 funds tracked by Wall St. Rank hold FLDB as of Q2 2025.

UBS Group reported no remaining Fidelity Low Duration Bond ETF position as of Q2 2025 after selling out during the quarter.
UBS Group sold 47 Fidelity Low Duration Bond ETF shares in Q2 2025, an estimated $2.37K.
UBS Group first reported a position in Fidelity Low Duration Bond ETF in Q4 2024 and held it in 2 quarters.
UBS Group's Fidelity Low Duration Bond ETF position peaked at $2.37K in Q1 2025.
8 funds tracked by Wall St. Rank held Fidelity Low Duration Bond ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.