EPG Wealth Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

EPG Wealth Management’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
2020 Q2	–	Sell	-56	Closed	-$3K	–	356
2020 Q1	$3K	Hold	56	–	–	﹤0.01%	654
2019 Q4	$3K	Buy	+56	New	+$2.86K	﹤0.01%	566

Other funds holding FLTB

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MFM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

SIA

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

ICM

Islay Capital Management Lubbock, Texas $197M AUM 19.56% 1-Year Est. Return

EPG Wealth Management's FLTB Position: Q2 2020 in Review

EPG Wealth Management sold out of Fidelity Limited Term Bond ETF (FLTB) in Q2 2020, closing a stake of 56 shares — an estimated $3K sold.

EPG Wealth Management first reported a position in FLTB in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q1 2020. 34 funds tracked by Wall St. Rank hold FLTB as of Q2 2020.

EPG Wealth Management reported no remaining Fidelity Limited Term Bond ETF position as of Q2 2020 after selling out during the quarter.
EPG Wealth Management sold 56 Fidelity Limited Term Bond ETF shares in Q2 2020, an estimated $3K.
EPG Wealth Management first reported a position in Fidelity Limited Term Bond ETF in Q4 2019 and held it in 2 quarters.
EPG Wealth Management's Fidelity Limited Term Bond ETF position peaked at $3K in Q1 2020.
34 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.