Glen Eagle Advisors’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Glen Eagle 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
2023 Q3	–	Sell	-209	Closed	-$10K	–	1048
2023 Q2	$10K	Hold	209	–	–	﹤0.01%	634
2023 Q1	$10.1K	Sell	209 -69	-25%	-$3.33K	﹤0.01%	621
2022 Q4	$13.3K	Buy	+278	New	+$13.3K	﹤0.01%	556
2020 Q2	–	Sell	-162	Closed	-$8.07K	–	916
2020 Q1	$8.07K	Hold	162	–	–	0.01%	549
2019 Q4	$8.25K	Hold	162	–	–	﹤0.01%	628
2019 Q3	$8.25K	Hold	162	–	–	0.01%	542
2019 Q2	$8.21K	Buy	162 +160	+8,000%	+$8.04K	0.01%	535
2019 Q1	$100	Buy	+2	New	+$99	﹤0.01%	732

Other funds holding FLTB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

NPF

Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Glen Eagle Advisors's FLTB Position: Q3 2023 in Review

Glen Eagle Advisors sold out of Fidelity Limited Term Bond ETF (FLTB) in Q3 2023, closing a stake of 209 shares — an estimated $10K sold.

Glen Eagle Advisors first reported a position in FLTB in Q1 2019 and held it in 8 quarters. The position peaked at $13.3K in Q4 2022. 56 funds tracked by Wall St. Rank hold FLTB as of Q3 2023.

Glen Eagle Advisors reported no remaining Fidelity Limited Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Glen Eagle Advisors sold 209 Fidelity Limited Term Bond ETF shares in Q3 2023, an estimated $10K.
Glen Eagle Advisors first reported a position in Fidelity Limited Term Bond ETF in Q1 2019 and held it in 8 quarters.
Glen Eagle Advisors's Fidelity Limited Term Bond ETF position peaked at $13.3K in Q4 2022.
56 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q3 2023.

Based on Glen Eagle Advisors's 13F filing for Q3 2023, filed 13 Aug 2024.