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

Axxcess 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
2022
Q4 		– Sell
-9,870
Closed -$470K – 628
2022
Q3 		$470K Sell
9,870
-133
-1% -$6.47K 0.04% 328
2022
Q2 		$487K Buy
+10,003
New +$491K 0.04% 308

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Axxcess Wealth Management's FLTB Position: Q4 2022 in Review

Axxcess Wealth Management sold out of Fidelity Limited Term Bond ETF (FLTB) in Q4 2022, closing a stake of 9,870 shares — an estimated $470K sold.

Axxcess Wealth Management first reported a position in FLTB in Q2 2022 and held it in 2 quarters. The position peaked at $487K in Q2 2022. 70 funds tracked by Wall St. Rank hold FLTB as of Q4 2022.

  • Axxcess Wealth Management reported no remaining Fidelity Limited Term Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 9,870 Fidelity Limited Term Bond ETF shares in Q4 2022, an estimated $470K.
  • Axxcess Wealth Management first reported a position in Fidelity Limited Term Bond ETF in Q2 2022 and held it in 2 quarters.
  • Axxcess Wealth Management's Fidelity Limited Term Bond ETF position peaked at $487K in Q2 2022.
  • 70 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q4 2022.

Based on Axxcess Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.