AE Wealth Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71 | Sell |
1
-2
| -67% | -$142 | ﹤0.01% | 2137 |
|
|
2025
Q1 | $136 | Hold |
3
| – | – | ﹤0.01% | 2133 |
|
|
2024
Q4 | $134 | Buy |
+3
| New | +$134 | ﹤0.01% | 2110 |
|
|
2022
Q2 | – | Sell |
-9,103
| Closed | -$453K | – | 1750 |
|
|
2022
Q1 | $453K | Buy |
9,103
+1,006
| +12% | +$50.1K | ﹤0.01% | 1264 |
|
|
2021
Q4 | $419K | Sell |
8,097
-176
| -2% | -$9.11K | ﹤0.01% | 1327 |
|
|
2021
Q3 | $432K | Sell |
8,273
-1,071
| -11% | -$55.9K | ﹤0.01% | 1218 |
|
|
2021
Q2 | $489K | Buy |
9,344
+1,208
| +15% | +$63.2K | ﹤0.01% | 1142 |
|
|
2021
Q1 | $425K | Buy |
8,136
+2,672
| +49% | +$140K | ﹤0.01% | 1094 |
|
|
2020
Q4 | $289K | Buy |
5,464
+257
| +5% | +$13.6K | ﹤0.01% | 1155 |
|
|
2020
Q3 | $273K | Buy |
+5,207
| New | +$273K | ﹤0.01% | 1072 |
|
|
2020
Q2 | – | Sell |
-27,816
| Closed | -$1.39M | – | 1270 |
|
|
2020
Q1 | $1.39M | Buy |
+27,816
| New | +$1.39M | 0.03% | 401 |
|
|
2019
Q2 | – | Sell |
-4,133
| Closed | -$207K | – | 972 |
|
|
2019
Q1 | $207K | Sell |
4,133
-22,400
| -84% | -$1.12M | 0.01% | 585 |
|
|
2018
Q4 | $1.31M | Buy |
+26,533
| New | +$1.31M | 0.22% | 111 |
|