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BG Investment Services’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

BG Investment Services’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
Q1 		$490K Buy
9,747
+1,678
+21% +$85K 0.41% 34
2025
Q4 		$409K Buy
8,069
+2,436
+43% +$124K 0.36% 36
2025
Q3 		$285K Buy
+5,633
New +$285K 0.28% 39

Other funds holding FLTB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

BG Investment Services's FLTB Position: Q1 2026 in Review

BG Investment Services increased its Fidelity Limited Term Bond ETF (FLTB) stake by 21% in Q1 2026, buying an estimated $85K and bringing the position to 9,747 shares worth $490K. The position accounts for 0.41% of the portfolio, ranked #34.

BG Investment Services first reported a position in FLTB in Q3 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold FLTB as of Q1 2026.

  • BG Investment Services held 9,747 shares of Fidelity Limited Term Bond ETF worth $490K as of Q1 2026.
  • BG Investment Services bought 1,678 Fidelity Limited Term Bond ETF shares in Q1 2026, an estimated $85K.
  • Fidelity Limited Term Bond ETF made up 0.41% of BG Investment Services's portfolio in Q1 2026, its #34 holding.
  • BG Investment Services first reported a position in Fidelity Limited Term Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2026.

Based on BG Investment Services's 13F filing for Q1 2026, filed 8 May 2026.