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

Elevation Capital Advisory’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	–	Sell	-25,659	Closed	-$1.3M	–	71
2025 Q4	$1.3M	Sell	25,659 -7,079	-22%	-$359K	0.53%	47
2025 Q3	$1.66M	Buy	+32,738	New	+$1.66M	0.66%	38

Other funds holding FLTB

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Elevation Capital Advisory's FLTB Position: Q1 2026 in Review

Elevation Capital Advisory sold out of Fidelity Limited Term Bond ETF (FLTB) in Q1 2026, closing a stake of 25,659 shares — an estimated $1.3M sold.

Elevation Capital Advisory first reported a position in FLTB in Q3 2025 and held it in 2 quarters. The position peaked at $1.66M in Q3 2025. 79 funds tracked by Wall St. Rank hold FLTB as of Q1 2026.

Elevation Capital Advisory reported no remaining Fidelity Limited Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Elevation Capital Advisory sold 25,659 Fidelity Limited Term Bond ETF shares in Q1 2026, an estimated $1.3M.
Elevation Capital Advisory first reported a position in Fidelity Limited Term Bond ETF in Q3 2025 and held it in 2 quarters.
Elevation Capital Advisory's Fidelity Limited Term Bond ETF position peaked at $1.66M in Q3 2025.
79 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2026.

Based on Elevation Capital Advisory's 13F filing for Q1 2026, filed 8 May 2026.