BFP
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Briaud Financial Planning’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-10
Closed – – 130
2025
Q2 		$0 Buy
+10
New +$501 ﹤0.01% 352

Other funds holding FLTB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Briaud Financial Planning's FLTB Position: Q3 2025 in Review

Briaud Financial Planning sold out of Fidelity Limited Term Bond ETF (FLTB) in Q3 2025, closing a stake of 10 shares.

Briaud Financial Planning first reported a position in FLTB in Q2 2025 and held it in 1 quarter. The position peaked at $0 in Q2 2025. 72 funds tracked by Wall St. Rank hold FLTB as of Q3 2025.

  • Briaud Financial Planning reported no remaining Fidelity Limited Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 10 Fidelity Limited Term Bond ETF shares in Q3 2025.
  • Briaud Financial Planning first reported a position in Fidelity Limited Term Bond ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Fidelity Limited Term Bond ETF position peaked at $0 in Q2 2025.
  • 72 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.