Focus Partners Advisor Solutions’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Focus Partners Advisor Solutions’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	$1.15M	Buy	22,959 +44	+0.2%	+$2.21K	0.01%	527
2026 Q1	$1.15M	Sell	22,915 -170	-0.7%	-$8.61K	0.01%	521
2025 Q4	$1.17M	Sell	23,085 -21,205	-48%	-$1.08M	0.01%	458
2025 Q3	$2.24M	Buy	44,290 +20,844	+89%	+$1.05M	0.03%	313
2025 Q2	$1.18M	Buy	23,446 +2,367	+11%	+$119K	0.02%	399
2025 Q1	$1.06M	Buy	+21,079	New	+$1.05M	0.02%	372

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

Focus Partners Advisor Solutions's FLTB Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Fidelity Limited Term Bond ETF (FLTB) stake by 0.19% in Q2 2026, buying an estimated $2.21K and bringing the position to 22,959 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #527.

Focus Partners Advisor Solutions first reported a position in FLTB in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.24M in Q3 2025. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Focus Partners Advisor Solutions held 22,959 shares of Fidelity Limited Term Bond ETF worth $1.15M as of Q2 2026.
Focus Partners Advisor Solutions bought 44 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $2.21K.
Fidelity Limited Term Bond ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #527 holding.
Focus Partners Advisor Solutions first reported a position in Fidelity Limited Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
Focus Partners Advisor Solutions's Fidelity Limited Term Bond ETF position peaked at $2.24M in Q3 2025.
87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.