AO
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Advisor OS’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Advisor OS’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
Q1 		$1.2M Buy
23,856
+6,722
+39% +$341K 0.09% 158
2025
Q4 		$868K Buy
17,134
+674
+4% +$34.2K 0.07% 182
2025
Q3 		$834K Buy
16,460
+1,683
+11% +$85.1K 0.07% 180
2025
Q2 		$745K Buy
14,777
+2,327
+19% +$117K 0.07% 192
2025
Q1 		$624K Buy
12,450
+4,557
+58% +$227K 0.07% 200
2024
Q4 		$392K Buy
7,893
+803
+11% +$40.1K 0.05% 268
2024
Q3 		$357K Buy
7,090
+853
+14% +$42.6K 0.04% 290
2024
Q2 		$306K Sell
6,237
-416
-6% -$20.4K 0.03% 301
2024
Q1 		$326K Buy
6,653
+1,236
+23% +$60.7K 0.04% 298
2023
Q4 		$266K Buy
5,417
+13
+0.2% +$627 0.03% 275
2023
Q3 		$258K Buy
5,404
+721
+15% +$34.7K 0.04% 250
2023
Q2 		$225K Buy
+4,683
New +$227K 0.04% 272

Other funds holding FLTB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $198M AUM 16.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return