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Clarity Asset Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Clarity Asset 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
Q1 		$188K Buy
+3,747
New +$190K 0.1% 71
2025
Q2 		– Sell
-85
Closed -$4.26K – 258
2025
Q1 		$4.26K Buy
85
+1
+1% +$50 ﹤0.01% 181
2024
Q4 		$4.18K Buy
84
+4
+5% +$200 ﹤0.01% 182
2024
Q3 		$4.04K Buy
80
+1
+1% +$50 ﹤0.01% 169
2024
Q2 		$3.9K Sell
79
-47
-37% -$2.3K ﹤0.01% 163
2024
Q1 		$6.19K Buy
126
+1
+0.8% +$49 ﹤0.01% 159
2023
Q4 		$6.15K Buy
+125
New +$6.03K ﹤0.01% 161

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Morgan Stanley
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Commonwealth Equity Services
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LPL Financial
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HIW
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return