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Dentgroup’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Dentgroup’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
2025
Q4 		$458K Sell
9,037
-1,733
-16% -$88K 0.31% 71
2025
Q3 		$546K Buy
10,770
+164
+2% +$8.29K 0.35% 68
2025
Q2 		$535K Buy
10,606
+1,570
+17% +$78.6K 0.37% 63
2025
Q1 		$453K Sell
9,036
-1,057
-10% -$52.8K 0.34% 64
2024
Q4 		$501K Sell
10,093
-1,363
-12% -$68K 0.38% 57
2024
Q3 		$577K Sell
11,456
-274
-2% -$13.7K 0.43% 55
2024
Q2 		$576K Buy
+11,730
New +$574K 0.46% 51

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
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 $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dentgroup's FLTB Position: Q4 2025 in Review

Dentgroup reduced its Fidelity Limited Term Bond ETF (FLTB) stake by 16% in Q4 2025, selling an estimated $88K and leaving 9,037 shares worth $458K. The position accounts for 0.31% of the portfolio, ranked #71.

Dentgroup first reported a position in FLTB in Q2 2024 and has held it in 7 quarters since. The position peaked at $577K in Q3 2024. 81 funds tracked by Wall St. Rank hold FLTB as of Q4 2025.

  • Dentgroup held 9,037 shares of Fidelity Limited Term Bond ETF worth $458K as of Q4 2025.
  • Dentgroup sold 1,733 Fidelity Limited Term Bond ETF shares in Q4 2025, an estimated $88K.
  • Fidelity Limited Term Bond ETF made up 0.31% of Dentgroup's portfolio in Q4 2025, its #71 holding.
  • Dentgroup first reported a position in Fidelity Limited Term Bond ETF in Q2 2024 and has held it in 7 quarters since.
  • Dentgroup's Fidelity Limited Term Bond ETF position peaked at $577K in Q3 2024.
  • 81 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q4 2025.

Based on Dentgroup's 13F filing for Q4 2025, filed 28 Jan 2026.