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

Birchcreek 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
2021
Q1 		– Sell
-536
Closed -$28K – 172
2020
Q4 		$28K Buy
+536
New +$28.2K 0.03% 280

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MFM
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IA
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LI
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Birchcreek Wealth Management's FLTB Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Fidelity Limited Term Bond ETF (FLTB) in Q1 2021, closing a stake of 536 shares — an estimated $28K sold.

Birchcreek Wealth Management first reported a position in FLTB in Q4 2020 and held it in 1 quarter. The position peaked at $28K in Q4 2020. 55 funds tracked by Wall St. Rank hold FLTB as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Fidelity Limited Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 536 Fidelity Limited Term Bond ETF shares in Q1 2021, an estimated $28K.
  • Birchcreek Wealth Management first reported a position in Fidelity Limited Term Bond ETF in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Fidelity Limited Term Bond ETF position peaked at $28K in Q4 2020.
  • 55 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.