Cahill Financial Advisors’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Cahill Financial Advisors’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	$561K	Buy	11,181 +56	+0.5%	+$2.82K	0.05%	172
2026 Q1	$559K	Buy	11,125 +51	+0.5%	+$2.58K	0.06%	169
2025 Q4	$561K	Buy	11,074 +505	+5%	+$25.6K	0.06%	163
2025 Q3	$535K	Sell	10,569 -6,027	-36%	-$305K	0.06%	170
2025 Q2	$836K	Buy	16,596 +100	+0.6%	+$5.01K	0.1%	135
2025 Q1	$826K	Buy	+16,496	New	+$823K	0.11%	130

Other funds holding FLTB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cahill Financial Advisors's FLTB Position: Q2 2026 in Review

Cahill Financial Advisors increased its Fidelity Limited Term Bond ETF (FLTB) stake by 0.5% in Q2 2026, buying an estimated $2.82K and bringing the position to 11,181 shares worth $561K. The position accounts for 0.05% of the portfolio, ranked #172.

Cahill Financial Advisors first reported a position in FLTB in Q1 2025 and has held it in 6 quarters since. The position peaked at $836K in Q2 2025. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Cahill Financial Advisors held 11,181 shares of Fidelity Limited Term Bond ETF worth $561K as of Q2 2026.
Cahill Financial Advisors bought 56 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $2.82K.
Fidelity Limited Term Bond ETF made up 0.05% of Cahill Financial Advisors's portfolio in Q2 2026, its #172 holding.
Cahill Financial Advisors first reported a position in Fidelity Limited Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
Cahill Financial Advisors's Fidelity Limited Term Bond ETF position peaked at $836K in Q2 2025.
87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.