Apollon Wealth Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Apollon Wealth Management’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	–	Sell	-8,014	Closed	-$406K	–	1429
2025 Q4	$406K	Hold	8,014	–	–	0.01%	920
2025 Q3	$406K	Hold	8,014	–	–	0.01%	911
2025 Q2	$404K	Hold	8,014	–	–	0.01%	885
2025 Q1	$401K	Hold	8,014	–	–	0.01%	843
2024 Q4	$398K	Hold	8,014	–	–	0.01%	836
2024 Q3	$404K	Sell	8,014 -2,114	-21%	-$106K	0.01%	805
2024 Q2	$497K	Sell	10,128 -1,500	-13%	-$73.4K	0.02%	683
2024 Q1	$570K	Hold	11,628	–	–	0.02%	647
2023 Q4	$572K	Buy	11,628 +1,000	+9%	+$48.3K	0.02%	612
2023 Q3	$508K	Buy	+10,628	New	+$511K	0.03%	549

Other funds holding FLTB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

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

RIA

Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

Apollon Wealth Management's FLTB Position: Q1 2026 in Review

Apollon Wealth Management sold out of Fidelity Limited Term Bond ETF (FLTB) in Q1 2026, closing a stake of 8,014 shares — an estimated $406K sold.

Apollon Wealth Management first reported a position in FLTB in Q3 2023 and held it in 10 quarters. The position peaked at $572K in Q4 2023. 79 funds tracked by Wall St. Rank hold FLTB as of Q1 2026.

Apollon Wealth Management reported no remaining Fidelity Limited Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Apollon Wealth Management sold 8,014 Fidelity Limited Term Bond ETF shares in Q1 2026, an estimated $406K.
Apollon Wealth Management first reported a position in Fidelity Limited Term Bond ETF in Q3 2023 and held it in 10 quarters.
Apollon Wealth Management's Fidelity Limited Term Bond ETF position peaked at $572K in Q4 2023.
79 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.