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 Q2	$233K	Hold	4,650	–	–	0.03%	174
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 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

Clearstead Trust's FLTB Position: Q2 2026 in Review

Clearstead Trust held its Fidelity Limited Term Bond ETF (FLTB) position steady in Q2 2026 at 4,650 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #174.

Clearstead Trust first reported a position in FLTB in Q3 2025 and has held it in 4 quarters since. The position peaked at $236K in Q4 2025. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Clearstead Trust held 4,650 shares of Fidelity Limited Term Bond ETF worth $233K as of Q2 2026.
Clearstead Trust left its Fidelity Limited Term Bond ETF share count unchanged in Q2 2026.
Fidelity Limited Term Bond ETF made up 0.03% of Clearstead Trust's portfolio in Q2 2026, its #174 holding.
Clearstead Trust first reported a position in Fidelity Limited Term Bond ETF in Q3 2025 and has held it in 4 quarters since.
Clearstead Trust's Fidelity Limited Term Bond ETF position peaked at $236K in Q4 2025.
87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.