AWM
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Abound Wealth Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Abound Wealth Management’s Portfolio FLTB Stock Details FLTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.12K Buy
102
+1
+1% +$50 ﹤0.01% 602
2026
Q1 		$5.08K Buy
101
+1
+1% +$51 ﹤0.01% 723
2025
Q4 		$5.07K Buy
+100
New +$5.08K ﹤0.01% 664

Other funds holding FLTB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Abound Wealth Management's FLTB Position: Q2 2026 in Review

Abound Wealth Management increased its Fidelity Limited Term Bond ETF (FLTB) stake by 0.99% in Q2 2026, buying an estimated $50 and bringing the position to 102 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Abound Wealth Management first reported a position in FLTB in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

  • Abound Wealth Management held 102 shares of Fidelity Limited Term Bond ETF worth $5.12K as of Q2 2026.
  • Abound Wealth Management bought 1 Fidelity Limited Term Bond ETF share in Q2 2026, an estimated $50.
  • Fidelity Limited Term Bond ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #602 holding.
  • Abound Wealth Management first reported a position in Fidelity Limited Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.