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

Avior 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
2021
Q3 		– Sell
-2
Closed – – 1095
2021
Q2 		$0 Hold
2
– – ﹤0.01% 1075
2021
Q1 		$0 Hold
2
– – ﹤0.01% 1054
2020
Q4 		$0 Hold
2
– – ﹤0.01% 1011
2020
Q3 		$0 Hold
2
– – ﹤0.01% 959
2020
Q2 		$0 Hold
2
– – ﹤0.01% 931
2020
Q1 		$0 Buy
+2
New +$102 ﹤0.01% 821

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 $79.5B AUM 27.1% 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

Avior Wealth Management's FLTB Position: Q3 2021 in Review

Avior Wealth Management sold out of Fidelity Limited Term Bond ETF (FLTB) in Q3 2021, closing a stake of 2 shares.

Avior Wealth Management first reported a position in FLTB in Q1 2020 and held it in 6 quarters. The position peaked at $0 in Q2 2021. 51 funds tracked by Wall St. Rank hold FLTB as of Q3 2021.

  • Avior Wealth Management reported no remaining Fidelity Limited Term Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Avior Wealth Management sold 2 Fidelity Limited Term Bond ETF shares in Q3 2021.
  • Avior Wealth Management first reported a position in Fidelity Limited Term Bond ETF in Q1 2020 and held it in 6 quarters.
  • Avior Wealth Management's Fidelity Limited Term Bond ETF position peaked at $0 in Q2 2021.
  • 51 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q3 2021.

Based on Avior Wealth Management's 13F filing for Q3 2021, filed 2 Nov 2021.