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Glass Jacobson Investment Advisors’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Glass Jacobson Investment 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 		$57.4K Buy
1,146
+2
+0.2% +$101 0.02% 312
2026
Q1 		$57.5K Buy
1,144
+1
+0.1% +$51 0.02% 297
2025
Q4 		$57.9K Sell
1,143
-174
-13% -$8.83K 0.02% 293
2025
Q3 		$66.7K Buy
1,317
+3
+0.2% +$152 0.02% 275
2025
Q2 		$66.2K Sell
1,314
-1,061
-45% -$53.1K 0.03% 267
2025
Q1 		$118K Hold
2,375
– – 0.04% 280
2024
Q4 		$118K Buy
2,375
+3
+0.1% +$150 0.04% 280
2024
Q3 		$119K Buy
2,372
+3
+0.1% +$150 0.04% 264
2024
Q2 		$116K Sell
2,369
-230
-9% -$11.3K 0.04% 257
2024
Q1 		$127K Buy
2,599
+3
+0.1% +$147 0.05% 250
2023
Q4 		$128K Sell
2,596
-870
-25% -$42K 0.05% 247
2023
Q3 		$166K Buy
3,466
+216
+7% +$10.4K 0.08% 217
2023
Q2 		$156K Buy
+3,250
New +$157K 0.07% 216
2022
Q4 		$182K Buy
+3,798
New +$181K 0.09% 200

Other funds holding FLTB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Glass Jacobson Investment Advisors's FLTB Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Fidelity Limited Term Bond ETF (FLTB) stake by 0.17% in Q2 2026, buying an estimated $101 and bringing the position to 1,146 shares worth $57.4K. The position accounts for 0.02% of the portfolio, ranked #312.

Glass Jacobson Investment Advisors first reported a position in FLTB in Q4 2022 and has held it in 14 quarters since. The position peaked at $182K in Q4 2022. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

  • Glass Jacobson Investment Advisors held 1,146 shares of Fidelity Limited Term Bond ETF worth $57.4K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 2 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $101.
  • Fidelity Limited Term Bond ETF made up 0.02% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #312 holding.
  • Glass Jacobson Investment Advisors first reported a position in Fidelity Limited Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's Fidelity Limited Term Bond ETF position peaked at $182K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.