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Garton & Associates Financial Advisors’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-789
Closed -$40K – 319
2025
Q4 		$40K Buy
+789
New +$40K 0.02% 426

Other funds holding FLTB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

Garton & Associates Financial Advisors's FLTB Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Fidelity Limited Term Bond ETF (FLTB) in Q1 2026, closing a stake of 789 shares — an estimated $40K sold.

Garton & Associates Financial Advisors first reported a position in FLTB in Q4 2025 and held it in 1 quarter. The position peaked at $40K in Q4 2025. 79 funds tracked by Wall St. Rank hold FLTB as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Fidelity Limited Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 789 Fidelity Limited Term Bond ETF shares in Q1 2026, an estimated $40K.
  • Garton & Associates Financial Advisors first reported a position in Fidelity Limited Term Bond ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Fidelity Limited Term Bond ETF position peaked at $40K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.