CHIAL
FLTB icon

Copper Harbor Investment Advisors, LLC’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Copper Harbor Investment Advisors, LLC’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 		$245K Buy
+4,884
New +$246K 0.05% 90

Other funds holding FLTB

HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CC
Clearwave Capital Upland, California $181M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
NPF
Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HPM
Hoxton Planning & Management Shepherdstown, West Virginia $383M AUM 23.37% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Copper Harbor Investment Advisors, LLC's FLTB Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in Fidelity Limited Term Bond ETF (FLTB) in Q2 2026: 4,884 shares worth $245K. The stake represents 0.05% of the portfolio and ranks #90 among its holdings.

20 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

  • Copper Harbor Investment Advisors, LLC held 4,884 shares of Fidelity Limited Term Bond ETF worth $245K as of Q2 2026.
  • Fidelity Limited Term Bond ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
  • Fidelity Limited Term Bond ETF made up 0.05% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #90 holding.
  • 20 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.