Aveo Capital Partners’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Aveo Capital Partners’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
2023 Q1	–	Sell	-45,878	Closed	-$2.2M	–	353
2022 Q4	$2.2M	Buy	+45,878	New	+$2.19M	0.33%	71
2021 Q3	–	Sell	-91,995	Closed	-$4.82M	–	263
2021 Q2	$4.82M	Buy	91,995 +79,353	+628%	+$4.16M	1.06%	19
2021 Q1	$661K	Buy	+12,642	New	+$665K	0.17%	116
2018 Q4	–	Sell	-51,034	Closed	-$2.51M	–	135
2018 Q3	$2.51M	Buy	+51,034	New	+$2.52M	1.12%	21
2018 Q2	–	Sell	-42,127	Closed	-$2.09M	–	146
2018 Q1	$2.09M	Buy	+42,127	New	+$2.09M	0.87%	30
2017 Q1	–	Sell	-27,837	Closed	-$1.39M	–	163
2016 Q4	$1.39M	Buy	+27,837	New	+$1.4M	0.4%	44

Other funds holding FLTB

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NPF

Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Aveo Capital Partners's FLTB Position: Q1 2023 in Review

Aveo Capital Partners sold out of Fidelity Limited Term Bond ETF (FLTB) in Q1 2023, closing a stake of 45,878 shares — an estimated $2.2M sold.

Aveo Capital Partners first reported a position in FLTB in Q4 2016 and held it in 6 quarters. The position peaked at $4.82M in Q2 2021. 59 funds tracked by Wall St. Rank hold FLTB as of Q1 2023.

Aveo Capital Partners reported no remaining Fidelity Limited Term Bond ETF position as of Q1 2023 after selling out during the quarter.
Aveo Capital Partners sold 45,878 Fidelity Limited Term Bond ETF shares in Q1 2023, an estimated $2.2M.
Aveo Capital Partners first reported a position in Fidelity Limited Term Bond ETF in Q4 2016 and held it in 6 quarters.
Aveo Capital Partners's Fidelity Limited Term Bond ETF position peaked at $4.82M in Q2 2021.
59 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2023.

Based on Aveo Capital Partners's 13F filing for Q1 2023, filed 3 May 2023.