Creative Financial Designs’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Creative Financial Designs’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
2019 Q4	–	Sell	-146	Closed	-$7.45K	–	568
2019 Q3	$7K	Buy	146 +1	+0.7%	+$51	﹤0.01%	441
2019 Q2	$7K	Sell	145 -207	-59%	-$10.4K	﹤0.01%	430
2019 Q1	$18K	Sell	352 -2,202	-86%	-$109K	0.01%	317
2018 Q4	$126K	Buy	2,554 +73	+3%	+$3.59K	0.09%	132
2018 Q3	$122K	Buy	2,481 +28	+1%	+$1.38K	0.07%	146
2018 Q2	$121K	Sell	2,453 -77	-3%	-$3.8K	0.07%	165
2018 Q1	$125K	Sell	2,530 -6,234	-71%	-$310K	0.08%	149
2017 Q4	$439K	Buy	8,764 +126	+1%	+$6.34K	0.3%	78
2017 Q3	$436K	Sell	8,638 -1,156	-12%	-$58.5K	0.25%	91
2017 Q2	$494K	Buy	9,794 +1,166	+14%	+$58.8K	0.32%	77
2017 Q1	$433K	Buy	8,628 +283	+3%	+$14.2K	0.31%	79
2016 Q4	$417K	Buy	+8,345	New	+$420K	0.34%	69

Other funds holding FLTB

MFM

Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Creative Financial Designs's FLTB Position: Q4 2019 in Review

Creative Financial Designs sold out of Fidelity Limited Term Bond ETF (FLTB) in Q4 2019, closing a stake of 146 shares — an estimated $7.45K sold.

Creative Financial Designs first reported a position in FLTB in Q4 2016 and held it in 12 quarters. The position peaked at $494K in Q2 2017. 41 funds tracked by Wall St. Rank hold FLTB as of Q4 2019.

Creative Financial Designs reported no remaining Fidelity Limited Term Bond ETF position as of Q4 2019 after selling out during the quarter.
Creative Financial Designs sold 146 Fidelity Limited Term Bond ETF shares in Q4 2019, an estimated $7.45K.
Creative Financial Designs first reported a position in Fidelity Limited Term Bond ETF in Q4 2016 and held it in 12 quarters.
Creative Financial Designs's Fidelity Limited Term Bond ETF position peaked at $494K in Q2 2017.
41 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q4 2019.

Based on Creative Financial Designs's 13F filing for Q4 2019, filed 17 Jan 2020.