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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$262K Buy
+5,203
New +$261K ﹤0.01% 2017
2025
Q1
Sell
-5,748
Closed -$285K 2264
2024
Q4
$285K Sell
5,748
-874
-13% -$43.6K ﹤0.01% 1813
2024
Q3
$333K Buy
6,622
+294
+5% +$14.7K ﹤0.01% 1676
2024
Q2
$311K Sell
6,328
-2,021
-24% -$98.9K ﹤0.01% 1675
2024
Q1
$409K Buy
8,349
+2,686
+47% +$132K ﹤0.01% 1143
2023
Q4
$279K Sell
5,663
-1,657
-23% -$80K ﹤0.01% 1277
2023
Q3
$350K Sell
7,320
-892
-11% -$42.9K ﹤0.01% 1112
2023
Q2
$394K Buy
8,212
+1,094
+15% +$53K ﹤0.01% 1043
2023
Q1
$345K Buy
+7,118
New +$344K ﹤0.01% 1076

Other funds holding FLTB

Avantax Advisory Services's FLTB Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Fidelity Limited Term Bond ETF (FLTB) in Q2 2025: 5,203 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #2017 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in FLTB as recently as Q4 2024.

Avantax Advisory Services first reported a position in FLTB in Q1 2023 and has held it in 9 quarters since. The position peaked at $409K in Q1 2024. 71 funds tracked by Wall St. Rank hold FLTB as of Q2 2025.

  • Avantax Advisory Services held 5,203 shares of Fidelity Limited Term Bond ETF worth $262K as of Q2 2025.
  • Fidelity Limited Term Bond ETF was a new Avantax Advisory Services position in Q2 2025.
  • Fidelity Limited Term Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2017 holding.
  • Avantax Advisory Services first reported a position in Fidelity Limited Term Bond ETF in Q1 2023 and has held it in 9 quarters since.
  • Avantax Advisory Services's Fidelity Limited Term Bond ETF position peaked at $409K in Q1 2024.
  • 71 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.