GRP
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Global Retirement Partners’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Global Retirement Partners’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 		$30.4K Buy
+606
New +$30.5K ﹤0.01% 2826
2025
Q4 		$4.46M Buy
87,965
+3,452
+4% +$175K 0.08% 232
2025
Q3 		$4.28M Buy
84,513
+82,178
+3,519% +$4.16M 0.1% 191
2025
Q2 		$118K Buy
+2,335
New +$117K ﹤0.01% 1352
2024
Q4 		$203K Buy
4,098
+42
+1% +$2.1K 0.01% 947
2024
Q3 		$204K Buy
+4,056
New +$202K 0.01% 910
2024
Q2 		– Sell
-10,628
Closed -$521K – 3578
2024
Q1 		$521K Hold
10,628
– – 0.02% 524
2023
Q4 		$523K Hold
10,628
– – 0.02% 489
2023
Q3 		$506K Sell
10,628
-238
-2% -$11.4K 0.03% 434
2023
Q2 		$522K Hold
10,866
– – 0.03% 436
2023
Q1 		$530K Hold
10,866
– – 0.03% 416
2022
Q4 		$521K Hold
10,866
– – 0.04% 369
2022
Q3 		$514K Hold
10,866
– – 0.04% 361
2022
Q2 		$529K Hold
10,866
– – 0.04% 350
2022
Q1 		$535K Buy
+10,866
New +$551K 0.04% 344
2021
Q4 		– Sell
-10,866
Closed -$568K – 766
2021
Q3 		$568K Hold
10,866
– – 0.06% 277
2021
Q2 		$569K Buy
10,866
+10,628
+4,466% +$557K 0.06% 268
2021
Q1 		$12K Sell
238
-100
-30% -$5.26K ﹤0.01% 1239
2020
Q4 		$18K Sell
338
-200
-37% -$10.5K ﹤0.01% 1066
2020
Q3 		$28K Buy
+538
New +$28.3K ﹤0.01% 814

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

Global Retirement Partners's FLTB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Fidelity Limited Term Bond ETF (FLTB) in Q2 2026: 606 shares worth $30.4K. The stake represents ﹤0.01% of the portfolio and ranks #2826 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FLTB as recently as Q4 2025.

Global Retirement Partners first reported a position in FLTB in Q3 2020 and has held it in 20 quarters since. The position peaked at $4.46M in Q4 2025. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

  • Global Retirement Partners held 606 shares of Fidelity Limited Term Bond ETF worth $30.4K as of Q2 2026.
  • Fidelity Limited Term Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • Fidelity Limited Term Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2826 holding.
  • Global Retirement Partners first reported a position in Fidelity Limited Term Bond ETF in Q3 2020 and has held it in 20 quarters since.
  • Global Retirement Partners's Fidelity Limited Term Bond ETF position peaked at $4.46M in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.