Clearwave Capital’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Clearwave Capital’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	$1.62M	Buy	32,240 +3,124	+11%	+$157K	0.89%	27
2026 Q1	$1.46M	Buy	29,116 +3,032	+12%	+$154K	1%	27
2025 Q4	$1.32M	Buy	+26,084	New	+$1.32M	0.98%	28

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

Clearwave Capital's FLTB Position: Q2 2026 in Review

Clearwave Capital increased its Fidelity Limited Term Bond ETF (FLTB) stake by 11% in Q2 2026, buying an estimated $157K and bringing the position to 32,240 shares worth $1.62M. The position accounts for 0.89% of the portfolio, ranked #27.

Clearwave Capital first reported a position in FLTB in Q4 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Clearwave Capital held 32,240 shares of Fidelity Limited Term Bond ETF worth $1.62M as of Q2 2026.
Clearwave Capital bought 3,124 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $157K.
Fidelity Limited Term Bond ETF made up 0.89% of Clearwave Capital's portfolio in Q2 2026, its #27 holding.
Clearwave Capital first reported a position in Fidelity Limited Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
86 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Clearwave Capital's 13F filing for Q2 2026, filed 20 Jul 2026.