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Clearstead Trust’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Clearstead Trust’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 		$234K Hold
4,650
– – 0.04% 165
2025
Q4 		$236K Hold
4,650
– – 0.04% 173
2025
Q3 		$236K Buy
+4,650
New +$235K 0.04% 159

Other funds holding FLTB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
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 $570B AUM 27.57% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Clearstead Trust's FLTB Position: Q1 2026 in Review

Clearstead Trust held its Fidelity Limited Term Bond ETF (FLTB) position steady in Q1 2026 at 4,650 shares worth $234K. The position accounts for 0.04% of the portfolio, ranked #165.

Clearstead Trust first reported a position in FLTB in Q3 2025 and has held it in 3 quarters since. The position peaked at $236K in Q4 2025. 79 funds tracked by Wall St. Rank hold FLTB as of Q1 2026.

  • Clearstead Trust held 4,650 shares of Fidelity Limited Term Bond ETF worth $234K as of Q1 2026.
  • Clearstead Trust left its Fidelity Limited Term Bond ETF share count unchanged in Q1 2026.
  • Fidelity Limited Term Bond ETF made up 0.04% of Clearstead Trust's portfolio in Q1 2026, its #165 holding.
  • Clearstead Trust first reported a position in Fidelity Limited Term Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Trust's Fidelity Limited Term Bond ETF position peaked at $236K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.