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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
Q2 		$540K Buy
10,769
+1,022
+10% +$51.4K 0.39% 34
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 $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BG Investment Services's FLTB Position: Q2 2026 in Review

BG Investment Services increased its Fidelity Limited Term Bond ETF (FLTB) stake by 10% in Q2 2026, buying an estimated $51.4K and bringing the position to 10,769 shares worth $540K. The position accounts for 0.39% of the portfolio, ranked #34.

BG Investment Services first reported a position in FLTB in Q3 2025 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

  • BG Investment Services held 10,769 shares of Fidelity Limited Term Bond ETF worth $540K as of Q2 2026.
  • BG Investment Services bought 1,022 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $51.4K.
  • Fidelity Limited Term Bond ETF made up 0.39% of BG Investment Services's portfolio in Q2 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 4 quarters since.
  • 86 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on BG Investment Services's 13F filing for Q2 2026, filed 5 Aug 2026.