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

Focus Partners Wealth’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	$2.28M	Buy	45,572 +27,949	+159%	+$1.41M	﹤0.01%	1303
2026 Q1	$886K	Sell	17,623 -645	-4%	-$32.7K	﹤0.01%	1677
2025 Q4	$925K	Sell	18,268 -376	-2%	-$19.1K	﹤0.01%	1668
2025 Q3	$944K	Sell	18,644 -805	-4%	-$40.7K	﹤0.01%	1309
2025 Q2	$980K	Sell	19,449 -669	-3%	-$33.5K	﹤0.01%	1152
2025 Q1	$1.01M	Sell	20,118 -1,654	-8%	-$82.6K	﹤0.01%	1070
2024 Q4	$1.08M	Buy	21,772 +487	+2%	+$24.3K	﹤0.01%	1032
2024 Q3	$1.07M	Buy	+21,285	New	+$1.06M	﹤0.01%	926

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 Wealth's FLTB Position: Q2 2026 in Review

Focus Partners Wealth increased its Fidelity Limited Term Bond ETF (FLTB) stake by 159% in Q2 2026, buying an estimated $1.41M and bringing the position to 45,572 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Focus Partners Wealth first reported a position in FLTB in Q3 2024 and has held it in 8 quarters since. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Focus Partners Wealth held 45,572 shares of Fidelity Limited Term Bond ETF worth $2.28M as of Q2 2026.
Focus Partners Wealth bought 27,949 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $1.41M.
Fidelity Limited Term Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1303 holding.
Focus Partners Wealth first reported a position in Fidelity Limited Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.