Financial Synergies Wealth Advisors’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Financial Synergies Wealth 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
2024 Q2	–	Sell	-39	Closed	-$1.91K	–	206
2024 Q1	$1.91K	Buy	+39	New	+$1.91K	﹤0.01%	334
2023 Q4	–	Sell	-32	Closed	-$1.63K	–	498
2023 Q3	$1.63K	Hold	32	–	–	﹤0.01%	324
2023 Q2	$1.63K	Buy	+32	New	+$1.55K	﹤0.01%	312

Other funds holding FLTB

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

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

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

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

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

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

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

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Financial Synergies Wealth Advisors's FLTB Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Fidelity Limited Term Bond ETF (FLTB) in Q2 2024, closing a stake of 39 shares — an estimated $1.91K sold.

Financial Synergies Wealth Advisors first reported a position in FLTB in Q2 2023 and held it in 3 quarters. The position peaked at $1.91K in Q1 2024. 59 funds tracked by Wall St. Rank hold FLTB as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Fidelity Limited Term Bond ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 39 Fidelity Limited Term Bond ETF shares in Q2 2024, an estimated $1.91K.
Financial Synergies Wealth Advisors first reported a position in Fidelity Limited Term Bond ETF in Q2 2023 and held it in 3 quarters.
Financial Synergies Wealth Advisors's Fidelity Limited Term Bond ETF position peaked at $1.91K in Q1 2024.
59 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.