Avantax Advisory Services’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 | $262K | Buy |
+5,203
| New | +$262K | ﹤0.01% | 2017 |
|
2025
Q1 | – | Sell |
-5,748
| Closed | -$285K | – | 2264 |
|
2024
Q4 | $285K | Sell |
5,748
-874
| -13% | -$43.4K | ﹤0.01% | 1813 |
|
2024
Q3 | $333K | Buy |
6,622
+294
| +5% | +$14.8K | ﹤0.01% | 1676 |
|
2024
Q2 | $311K | Sell |
6,328
-2,021
| -24% | -$99.2K | ﹤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% | -$81.5K | ﹤0.01% | 1277 |
|
2023
Q3 | $350K | Sell |
7,320
-892
| -11% | -$42.6K | ﹤0.01% | 1112 |
|
2023
Q2 | $394K | Buy |
8,212
+1,094
| +15% | +$52.5K | ﹤0.01% | 1043 |
|
2023
Q1 | $345K | Buy |
+7,118
| New | +$345K | ﹤0.01% | 1076 |
|