APC
FLTB icon

Aspire Private Capital’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Aspire Private Capital’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
2021
Q3 		– Sell
-375
Closed -$20K – 613
2021
Q2 		$20K Buy
375
+75
+25% +$3.93K 0.01% 276
2021
Q1 		$16K Buy
+300
New +$15.8K 0.01% 291

Other funds holding FLTB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NPF
Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFM
Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Aspire Private Capital's FLTB Position: Q3 2021 in Review

Aspire Private Capital sold out of Fidelity Limited Term Bond ETF (FLTB) in Q3 2021, closing a stake of 375 shares — an estimated $20K sold.

Aspire Private Capital first reported a position in FLTB in Q1 2021 and held it in 2 quarters. The position peaked at $20K in Q2 2021. 51 funds tracked by Wall St. Rank hold FLTB as of Q3 2021.

  • Aspire Private Capital reported no remaining Fidelity Limited Term Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Aspire Private Capital sold 375 Fidelity Limited Term Bond ETF shares in Q3 2021, an estimated $20K.
  • Aspire Private Capital first reported a position in Fidelity Limited Term Bond ETF in Q1 2021 and held it in 2 quarters.
  • Aspire Private Capital's Fidelity Limited Term Bond ETF position peaked at $20K in Q2 2021.
  • 51 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q3 2021.

Based on Aspire Private Capital's 13F filing for Q3 2021, filed 15 Nov 2021.