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Advisornet Financial’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Advisornet Financial’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 		$95K Hold
1,896
– – ﹤0.01% 899
2026
Q1 		$95.3K Buy
1,896
+140
+8% +$7.09K ﹤0.01% 838
2025
Q4 		$89K Buy
1,756
+1,442
+459% +$73.2K ﹤0.01% 858
2025
Q3 		$15.9K Buy
+314
New +$15.9K ﹤0.01% 1379

Other funds holding FLTB

HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
MWA
Merkkuri Wealth Advisors Hicksville, New York $161M AUM 19.9% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return
CC
Clearwave Capital Upland, California $181M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
NPF
Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return

Advisornet Financial's FLTB Position: Q2 2026 in Review

Advisornet Financial held its Fidelity Limited Term Bond ETF (FLTB) position steady in Q2 2026 at 1,896 shares worth $95K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Advisornet Financial first reported a position in FLTB in Q3 2025 and has held it in 4 quarters since. The position peaked at $95.3K in Q1 2026. 23 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

  • Advisornet Financial held 1,896 shares of Fidelity Limited Term Bond ETF worth $95K as of Q2 2026.
  • Advisornet Financial left its Fidelity Limited Term Bond ETF share count unchanged in Q2 2026.
  • Fidelity Limited Term Bond ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #899 holding.
  • Advisornet Financial first reported a position in Fidelity Limited Term Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Advisornet Financial's Fidelity Limited Term Bond ETF position peaked at $95.3K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.