GJIA
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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
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 $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $198M AUM 16.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return