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Aviso Financial’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Aviso Financial’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
2025
Q2 		– Sell
-8,920
Closed -$446K – 357
2025
Q1 		$446K Hold
8,920
– – 0.02% 200
2024
Q4 		$443K Hold
8,920
– – 0.02% 209
2024
Q3 		$444K Buy
8,920
+4,380
+96% +$219K 0.02% 206
2024
Q2 		$222K Buy
+4,540
New +$222K 0.01% 224

Other funds holding FLTB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Aviso Financial's FLTB Position: Q2 2025 in Review

Aviso Financial sold out of Fidelity Limited Term Bond ETF (FLTB) in Q2 2025, closing a stake of 8,920 shares — an estimated $446K sold.

Aviso Financial first reported a position in FLTB in Q2 2024 and held it in 4 quarters. The position peaked at $446K in Q1 2025. 71 funds tracked by Wall St. Rank hold FLTB as of Q2 2025.

  • Aviso Financial reported no remaining Fidelity Limited Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Aviso Financial sold 8,920 Fidelity Limited Term Bond ETF shares in Q2 2025, an estimated $446K.
  • Aviso Financial first reported a position in Fidelity Limited Term Bond ETF in Q2 2024 and held it in 4 quarters.
  • Aviso Financial's Fidelity Limited Term Bond ETF position peaked at $446K in Q1 2025.
  • 71 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2025.

Based on Aviso Financial's 13F filing for Q2 2025, filed 12 Aug 2025.