Farther Finance Advisors’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Farther Finance Advisors’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	$848K	Sell	16,913 -29	-0.2%	-$1.46K	0.01%	1202
2026 Q1	$850K	Buy	16,942 +15,190	+867%	+$770K	0.01%	1074
2025 Q4	$88.8K	Buy	+1,752	New	+$88.9K	﹤0.01%	2420

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

Farther Finance Advisors's FLTB Position: Q2 2026 in Review

Farther Finance Advisors reduced its Fidelity Limited Term Bond ETF (FLTB) stake by 0.17% in Q2 2026, selling an estimated $1.46K and leaving 16,913 shares worth $848K. The position accounts for 0.01% of the portfolio, ranked #1202.

Farther Finance Advisors first reported a position in FLTB in Q4 2025 and has held it in 3 quarters since. The position peaked at $850K in Q1 2026. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Farther Finance Advisors held 16,913 shares of Fidelity Limited Term Bond ETF worth $848K as of Q2 2026.
Farther Finance Advisors sold 29 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $1.46K.
Fidelity Limited Term Bond ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1202 holding.
Farther Finance Advisors first reported a position in Fidelity Limited Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
Farther Finance Advisors's Fidelity Limited Term Bond ETF position peaked at $850K in Q1 2026.
87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.