B. Riley Wealth Advisors’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

B. Riley Wealth Advisors’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
2026 Q2	$2.15M	Buy	42,931 +5,823	+16%	+$293K	0.12%	171
2026 Q1	$1.86M	Buy	37,108 +2,578	+7%	+$131K	0.12%	171
2025 Q4	$1.75M	Buy	34,530 +180	+0.5%	+$9.14K	0.08%	229
2025 Q3	$1.74M	Buy	34,350 +6,463	+23%	+$327K	0.08%	233
2025 Q2	$1.41M	Buy	+27,887	New	+$1.4M	0.07%	273
2022 Q3	–	Sell	-10,802	Closed	-$526K	–	1477
2022 Q2	$526K	Sell	10,802 -1,241	-10%	-$60.9K	0.02%	636
2022 Q1	$600K	Buy	12,043 +446	+4%	+$22.6K	0.02%	661
2021 Q4	$601K	Sell	11,597 -723	-6%	-$37.5K	0.02%	722
2021 Q3	$644K	Buy	12,320 +1,096	+10%	+$57.5K	0.02%	675
2021 Q2	$588K	Sell	11,224 -146	-1%	-$7.65K	0.02%	691
2021 Q1	$595K	Buy	11,370 +1,032	+10%	+$54.3K	0.02%	655
2020 Q4	$547K	Buy	10,338 +26	+0.3%	+$1.37K	0.03%	512
2020 Q3	$542K	Buy	10,312 +730	+8%	+$38.4K	0.03%	502
2020 Q2	$502K	Sell	9,582 -2,064	-18%	-$106K	0.03%	458
2020 Q1	$581K	Sell	11,646 -1,662	-12%	-$84.5K	0.05%	353
2019 Q4	$678K	Sell	13,308 -1,089	-8%	-$55.5K	0.06%	331
2019 Q3	$734K	Sell	14,397 -372	-3%	-$18.9K	0.07%	285
2019 Q2	$749K	Buy	14,769 +1,718	+13%	+$86.4K	0.08%	255
2019 Q1	$655K	Buy	13,051 +1,962	+18%	+$97.5K	0.08%	269
2018 Q4	$548K	Buy	11,089 +224	+2%	+$11K	0.08%	274
2018 Q3	$536K	Sell	10,865 -66,606	-86%	-$3.29M	0.06%	335
2018 Q2	$3.81M	Sell	77,471 -7,371	-9%	-$364K	0.5%	46
2018 Q1	$4.2M	Buy	84,842 +2,855	+3%	+$142K	0.59%	30
2017 Q4	$4.11M	Buy	81,987 +2,235	+3%	+$112K	0.56%	35
2017 Q3	$4.03M	Buy	79,752 +7,320	+10%	+$370K	0.67%	33
2017 Q2	$3.65M	Buy	72,432 +749	+1%	+$37.8K	0.66%	28
2017 Q1	$3.6M	Buy	71,683 +9,415	+15%	+$472K	0.72%	31
2016 Q4	$3.11M	Buy	62,268 +2,273	+4%	+$114K	0.63%	37
2016 Q3	$3.06M	Buy	59,995 +2,092	+4%	+$107K	0.6%	32
2016 Q2	$2.95M	Buy	57,903 +434	+0.8%	+$22K	0.59%	35
2016 Q1	$2.9M	Buy	57,469 +4,079	+8%	+$204K	0.67%	31
2015 Q4	$2.65M	Sell	53,390 -2,959	-5%	-$148K	0.54%	41
2015 Q3	$2.83M	Buy	56,349 +448	+0.8%	+$22.5K	0.68%	25
2015 Q2	$2.81M	Sell	55,901 -2,389	-4%	-$120K	0.7%	23
2015 Q1	$2.94M	Buy	58,290 +1,494	+3%	+$75.1K	0.72%	20
2014 Q4	$2.84K	Buy	+56,796	New	+$2.85M	0.06%	418

Other funds holding FLTB

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

MWA

Merkkuri Wealth Advisors Hicksville, New York $161M AUM 19.9% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

GWM

GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return

Clearwave Capital Upland, California $181M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

NPF

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

B. Riley Wealth Advisors's FLTB Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Fidelity Limited Term Bond ETF (FLTB) stake by 16% in Q2 2026, buying an estimated $293K and bringing the position to 42,931 shares worth $2.15M. The position accounts for 0.12% of the portfolio, ranked #171.

B. Riley Wealth Advisors first reported a position in FLTB in Q4 2014 and has held it in 36 quarters since. The position peaked at $4.2M in Q1 2018. 23 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

B. Riley Wealth Advisors held 42,931 shares of Fidelity Limited Term Bond ETF worth $2.15M as of Q2 2026.
B. Riley Wealth Advisors bought 5,823 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $293K.
Fidelity Limited Term Bond ETF made up 0.12% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #171 holding.
B. Riley Wealth Advisors first reported a position in Fidelity Limited Term Bond ETF in Q4 2014 and has held it in 36 quarters since.
B. Riley Wealth Advisors's Fidelity Limited Term Bond ETF position peaked at $4.2M in Q1 2018.
23 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.