Beaumont Capital Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Beaumont Capital 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
2025 Q4	–	Sell	-51,444	Closed	-$2.61M	–	44
2025 Q3	$2.61M	Buy	51,444 +1,417	+3%	+$71.6K	1.73%	25
2025 Q2	$2.52M	Buy	50,027 +2,188	+5%	+$110K	1.73%	24
2025 Q1	$2.4M	Buy	+47,839	New	+$2.39M	1.77%	23
2023 Q1	–	Sell	-8,487	Closed	-$407K	–	40
2022 Q4	$407K	Sell	8,487 -37,619	-82%	-$1.8M	0.29%	37
2022 Q3	$2.19M	Sell	46,106 -734	-2%	-$35.7K	2.18%	20
2022 Q2	$2.28M	Sell	46,840 -5,922	-11%	-$291K	1.88%	20
2022 Q1	$2.63M	Sell	52,762 -1,427	-3%	-$72.4K	1.69%	27
2021 Q4	$2.81M	Sell	54,189 -53,054	-49%	-$2.75M	1.62%	28
2021 Q3	$5.6M	Buy	107,243 +51,520	+92%	+$2.7M	4.8%	12
2021 Q2	$2.92M	Buy	55,723 +2,049	+4%	+$107K	2.87%	15
2021 Q1	$2.81M	Buy	+53,674	New	+$2.82M	2.79%	15

Other funds holding FLTB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HIW

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beaumont Capital Management's FLTB Position: Q4 2025 in Review

Beaumont Capital Management sold out of Fidelity Limited Term Bond ETF (FLTB) in Q4 2025, closing a stake of 51,444 shares — an estimated $2.61M sold.

Beaumont Capital Management first reported a position in FLTB in Q1 2021 and held it in 11 quarters. The position peaked at $5.6M in Q3 2021. 81 funds tracked by Wall St. Rank hold FLTB as of Q4 2025.

Beaumont Capital Management reported no remaining Fidelity Limited Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Beaumont Capital Management sold 51,444 Fidelity Limited Term Bond ETF shares in Q4 2025, an estimated $2.61M.
Beaumont Capital Management first reported a position in Fidelity Limited Term Bond ETF in Q1 2021 and held it in 11 quarters.
Beaumont Capital Management's Fidelity Limited Term Bond ETF position peaked at $5.6M in Q3 2021.
81 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q4 2025.

Based on Beaumont Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.