Advisory Services Network’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Advisory Services Network’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	$1K	Buy	+20	New	+$1.01K	﹤0.01%	4307
2025 Q4	–	Sell	-208	Closed	-$10.5K	–	2679
2025 Q3	$10.5K	Buy	+208	New	+$10.5K	﹤0.01%	3263
2024 Q1	–	Sell	-1,005	Closed	-$49.4K	–	2225
2023 Q4	$49.4K	Buy	+1,005	New	+$48.5K	﹤0.01%	2015
2023 Q2	–	Sell	-2,068	Closed	-$100K	–	2212
2023 Q1	$100K	Sell	2,068 -165	-7%	-$7.97K	﹤0.01%	1651
2022 Q4	$107K	Buy	+2,233	New	+$107K	﹤0.01%	1575
2022 Q3	–	Sell	-4,369	Closed	-$212K	–	1391
2022 Q2	$212K	Sell	4,369 -1,623	-27%	-$79.6K	0.01%	1213
2022 Q1	$298K	Sell	5,992 -1,975	-25%	-$100K	0.01%	1157
2021 Q4	$412K	Hold	7,967	–	–	0.01%	959
2021 Q3	$417K	Buy	7,967 +134	+2%	+$7.03K	0.01%	948
2021 Q2	$411K	Buy	7,833 +952	+14%	+$49.9K	0.01%	954
2021 Q1	$360K	Buy	6,881 +5,146	+297%	+$271K	0.01%	953
2020 Q4	$92K	Buy	+1,735	New	+$91.4K	﹤0.01%	1363
2020 Q2	–	Sell	-400	Closed	-$20K	–	1621
2020 Q1	$20K	Sell	400 -294	-42%	-$14.9K	﹤0.01%	1858
2019 Q4	$35K	Buy	694 +260	+60%	+$13.3K	﹤0.01%	1692
2019 Q3	$22K	Hold	434	–	–	﹤0.01%	1777
2019 Q2	$22K	Sell	434 -396	-48%	-$19.9K	﹤0.01%	1775
2019 Q1	$42K	Buy	830 +326	+65%	+$16.2K	﹤0.01%	1303
2018 Q4	$25K	Buy	+504	New	+$24.8K	﹤0.01%	1402
2016 Q3	$1.34M	Buy	26,356 +4,129	+19%	+$211K	0.25%	89
2016 Q2	$1.13M	Buy	22,227 +17,228	+345%	+$873K	0.26%	87
2016 Q1	$252K	Buy	4,999 +4,966	+15,048%	+$248K	0.07%	343
2015 Q4	$2K	Buy	+33	New	+$1.65K	﹤0.01%	1339

Other funds holding FLTB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Advisory Services Network's FLTB Position: Q1 2026 in Review

Advisory Services Network opened a new position in Fidelity Limited Term Bond ETF (FLTB) in Q1 2026: 20 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #4307 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in FLTB as recently as Q3 2025.

Advisory Services Network first reported a position in FLTB in Q4 2015 and has held it in 22 quarters since. The position peaked at $1.34M in Q3 2016. 79 funds tracked by Wall St. Rank hold FLTB as of Q1 2026.

Advisory Services Network held 20 shares of Fidelity Limited Term Bond ETF worth $1K as of Q1 2026.
Fidelity Limited Term Bond ETF was a new Advisory Services Network position in Q1 2026.
Fidelity Limited Term Bond ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4307 holding.
Advisory Services Network first reported a position in Fidelity Limited Term Bond ETF in Q4 2015 and has held it in 22 quarters since.
Advisory Services Network's Fidelity Limited Term Bond ETF position peaked at $1.34M in Q3 2016.
79 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.