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Bramshill Investments’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Bramshill Investments’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
2024
Q4 		– Sell
-5,000
Closed -$252K – 139
2024
Q3 		$252K Hold
5,000
– – 0.03% 128
2024
Q2 		$245K Buy
+5,000
New +$245K 0.03% 111

Other funds holding FLTB

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
SFA
Salus Financial Advisors Colorado Springs, Colorado $203M AUM 18.9% 1-Year Est. Return

Bramshill Investments's FLTB Position: Q4 2024 in Review

Bramshill Investments sold out of Fidelity Limited Term Bond ETF (FLTB) in Q4 2024, closing a stake of 5,000 shares — an estimated $252K sold.

Bramshill Investments first reported a position in FLTB in Q2 2024 and held it in 2 quarters. The position peaked at $252K in Q3 2024. 61 funds tracked by Wall St. Rank hold FLTB as of Q4 2024.

  • Bramshill Investments reported no remaining Fidelity Limited Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Bramshill Investments sold 5,000 Fidelity Limited Term Bond ETF shares in Q4 2024, an estimated $252K.
  • Bramshill Investments first reported a position in Fidelity Limited Term Bond ETF in Q2 2024 and held it in 2 quarters.
  • Bramshill Investments's Fidelity Limited Term Bond ETF position peaked at $252K in Q3 2024.
  • 61 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q4 2024.

Based on Bramshill Investments's 13F filing for Q4 2024, filed 14 Feb 2025.