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

Allworth 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	$24.4K	Hold	487	–	–	﹤0.01%	3041
2026 Q1	$24.5K	Hold	487	–	–	﹤0.01%	2844
2025 Q4	$24.7K	Hold	487	–	–	﹤0.01%	2668
2025 Q3	$24.7K	Hold	487	–	–	﹤0.01%	2577
2025 Q2	$24.5K	Hold	487	–	–	﹤0.01%	2398
2025 Q1	$24.4K	Hold	487	–	–	﹤0.01%	1958
2024 Q4	$24.2K	Hold	487	–	–	﹤0.01%	1974
2024 Q3	$24.5K	Hold	487	–	–	﹤0.01%	1784
2024 Q2	$24.1K	Hold	487	–	–	﹤0.01%	1762
2024 Q1	$23.9K	Hold	487	–	–	﹤0.01%	1672
2023 Q4	$24K	Hold	487	–	–	﹤0.01%	1541
2023 Q3	$23.3K	Hold	487	–	–	﹤0.01%	1428
2023 Q2	$23.4K	Hold	487	–	–	﹤0.01%	1446
2023 Q1	$23.6K	Hold	487	–	–	﹤0.01%	1366
2022 Q4	$23.4K	Sell	487 -1,136	-70%	-$54.3K	﹤0.01%	1294
2022 Q3	$77K	Hold	1,623	–	–	﹤0.01%	837
2022 Q2	$79K	Hold	1,623	–	–	﹤0.01%	778
2022 Q1	$81K	Sell	1,623 -52	-3%	-$2.64K	﹤0.01%	772
2021 Q4	$87K	Hold	1,675	–	–	﹤0.01%	704
2021 Q3	$88K	Sell	1,675 -251	-13%	-$13.2K	﹤0.01%	642
2021 Q2	$101K	Sell	1,926 -58,562	-97%	-$3.07M	﹤0.01%	472
2021 Q1	$3.16M	Buy	60,488 +54,960	+994%	+$2.89M	0.06%	94
2020 Q4	$292K	Buy	+5,528	New	+$291K	0.01%	242
2017 Q1	–	Sell	-135	Closed	-$7K	–	779
2016 Q4	$7K	Buy	+135	New	+$6.8K	﹤0.01%	438

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

Allworth Financial's FLTB Position: Q2 2026 in Review

Allworth Financial held its Fidelity Limited Term Bond ETF (FLTB) position steady in Q2 2026 at 487 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3041.

Allworth Financial first reported a position in FLTB in Q4 2016 and has held it in 24 quarters since. The position peaked at $3.16M in Q1 2021. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Allworth Financial held 487 shares of Fidelity Limited Term Bond ETF worth $24.4K as of Q2 2026.
Allworth Financial left its Fidelity Limited Term Bond ETF share count unchanged in Q2 2026.
Fidelity Limited Term Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3041 holding.
Allworth Financial first reported a position in Fidelity Limited Term Bond ETF in Q4 2016 and has held it in 24 quarters since.
Allworth Financial's Fidelity Limited Term Bond ETF position peaked at $3.16M in Q1 2021.
87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.