Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Carson Wealth (CWM 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
2025
Q2 		– Sell
-485
Closed -$24K – 5171
2025
Q1 		$24K Buy
485
+6
+1% +$300 ﹤0.01% 3534
2024
Q4 		$24K Buy
479
+4
+0.8% +$200 ﹤0.01% 3313
2024
Q3 		$24K Buy
475
+5
+1% +$250 ﹤0.01% 3240
2024
Q2 		$23K Buy
470
+5
+1% +$245 ﹤0.01% 3017
2024
Q1 		$23K Sell
465
-315
-40% -$15.5K ﹤0.01% 2796
2023
Q4 		$38K Buy
780
+4
+0.5% +$193 ﹤0.01% 2339
2023
Q3 		$37K Buy
776
+3
+0.4% +$144 ﹤0.01% 2266
2023
Q2 		$37K Buy
773
+3
+0.4% +$145 ﹤0.01% 2207
2023
Q1 		$37K Buy
770
+4
+0.5% +$193 ﹤0.01% 2075
2022
Q4 		$37K Buy
766
+2
+0.3% +$96 ﹤0.01% 1932
2022
Q3 		$36K Buy
764
+2
+0.3% +$97 ﹤0.01% 1830
2022
Q2 		$37K Buy
762
+1
+0.1% +$49 ﹤0.01% 1766
2022
Q1 		$38K Buy
761
+1
+0.1% +$51 ﹤0.01% 1726
2021
Q4 		$39K Buy
+760
New +$39.5K ﹤0.01% 1674
2021
Q2 		$40K Hold
758
– – ﹤0.01% 1490
2021
Q1 		$40K Hold
758
– – ﹤0.01% 1490
2020
Q4 		$40K Hold
758
– – ﹤0.01% 1489
2020
Q3 		$40K Hold
758
– – ﹤0.01% 1489
2020
Q2 		$40K Hold
758
– – ﹤0.01% 1489
2020
Q1 		$40K Hold
758
– – ﹤0.01% 1489
2019
Q4 		$40K Hold
758
– – ﹤0.01% 1489
2019
Q3 		$40K Hold
758
– – ﹤0.01% 1489
2019
Q2 		$40K Hold
758
– – ﹤0.01% 1489
2019
Q1 		$40K Buy
+758
New +$37.7K ﹤0.01% 1489

Other funds holding FLTB

UBS Group
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 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
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FLTB Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Fidelity Limited Term Bond ETF (FLTB) in Q2 2025, closing a stake of 485 shares — an estimated $24K sold.

Carson Wealth (CWM LLC) first reported a position in FLTB in Q1 2019 and held it in 24 quarters. The position peaked at $40K in Q2 2021. 71 funds tracked by Wall St. Rank hold FLTB as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Fidelity Limited Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 485 Fidelity Limited Term Bond ETF shares in Q2 2025, an estimated $24K.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity Limited Term Bond ETF in Q1 2019 and held it in 24 quarters.
  • Carson Wealth (CWM LLC)'s Fidelity Limited Term Bond ETF position peaked at $40K in Q2 2021.
  • 71 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.