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 Q2	$2.07M	Buy	41,362 +17,506	+73%	+$880K	0.14%	114
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Advisor OS's FLTB Position: Q2 2026 in Review

Advisor OS increased its Fidelity Limited Term Bond ETF (FLTB) stake by 73% in Q2 2026, buying an estimated $880K and bringing the position to 41,362 shares worth $2.07M. The position accounts for 0.14% of the portfolio, ranked #114.

Advisor OS first reported a position in FLTB in Q2 2023 and has held it in 13 quarters since. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Advisor OS held 41,362 shares of Fidelity Limited Term Bond ETF worth $2.07M as of Q2 2026.
Advisor OS bought 17,506 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $880K.
Fidelity Limited Term Bond ETF made up 0.14% of Advisor OS's portfolio in Q2 2026, its #114 holding.
Advisor OS first reported a position in Fidelity Limited Term Bond ETF in Q2 2023 and has held it in 13 quarters since.
87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.