Centurion Wealth Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Centurion Wealth Management’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	$900K	Sell	17,956 -1,673	-9%	-$84.1K	0.22%	104
2026 Q1	$987K	Buy	19,629 +40	+0.2%	+$2.03K	0.22%	90
2025 Q4	$992K	Sell	19,589 -509	-3%	-$25.8K	0.22%	88
2025 Q3	$1.02M	Buy	+20,098	New	+$1.02M	0.23%	83

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

Centurion Wealth Management's FLTB Position: Q2 2026 in Review

Centurion Wealth Management reduced its Fidelity Limited Term Bond ETF (FLTB) stake by 8.5% in Q2 2026, selling an estimated $84.1K and leaving 17,956 shares worth $900K. The position accounts for 0.22% of the portfolio, ranked #104.

Centurion Wealth Management first reported a position in FLTB in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q3 2025. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Centurion Wealth Management held 17,956 shares of Fidelity Limited Term Bond ETF worth $900K as of Q2 2026.
Centurion Wealth Management sold 1,673 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $84.1K.
Fidelity Limited Term Bond ETF made up 0.22% of Centurion Wealth Management's portfolio in Q2 2026, its #104 holding.
Centurion Wealth Management first reported a position in Fidelity Limited Term Bond ETF in Q3 2025 and has held it in 4 quarters since.
Centurion Wealth Management's Fidelity Limited Term Bond ETF position peaked at $1.02M in Q3 2025.
87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.