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Burk Holdings’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Burk Holdings’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 		$8.62K Hold
172
– – ﹤0.01% 286
2026
Q1 		$8.65K Buy
+172
New +$8.72K ﹤0.01% 283

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

Burk Holdings's FLTB Position: Q2 2026 in Review

Burk Holdings held its Fidelity Limited Term Bond ETF (FLTB) position steady in Q2 2026 at 172 shares worth $8.62K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Burk Holdings first reported a position in FLTB in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.65K in Q1 2026. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

  • Burk Holdings held 172 shares of Fidelity Limited Term Bond ETF worth $8.62K as of Q2 2026.
  • Burk Holdings left its Fidelity Limited Term Bond ETF share count unchanged in Q2 2026.
  • Fidelity Limited Term Bond ETF made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #286 holding.
  • Burk Holdings first reported a position in Fidelity Limited Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Burk Holdings's Fidelity Limited Term Bond ETF position peaked at $8.65K in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.