Great Lakes Retirement’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Great Lakes Retirement’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	$1.75M	Buy	34,745 +2,039	+6%	+$103K	0.16%	131
2026 Q1	$1.65M	Buy	32,706 +2,392	+8%	+$121K	0.17%	120
2025 Q4	$1.54M	Buy	30,314 +1,212	+4%	+$61.5K	0.16%	125
2025 Q3	$1.47M	Buy	29,102 +1,770	+6%	+$89.5K	0.16%	129
2025 Q2	$1.38M	Buy	27,332 +2,421	+10%	+$121K	0.16%	126
2025 Q1	$1.25M	Sell	24,911 -1,169	-4%	-$58.4K	0.16%	129
2024 Q4	$1.3M	Buy	26,080 +677	+3%	+$33.8K	0.17%	130
2024 Q3	$1.28M	Buy	25,403 +22,952	+936%	+$1.15M	0.16%	132
2024 Q2	$121K	Buy	+2,451	New	+$120K	0.02%	211

Other funds holding FLTB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Great Lakes Retirement's FLTB Position: Q2 2026 in Review

Great Lakes Retirement increased its Fidelity Limited Term Bond ETF (FLTB) stake by 6.2% in Q2 2026, buying an estimated $103K and bringing the position to 34,745 shares worth $1.75M. The position accounts for 0.16% of the portfolio, ranked #131.

Great Lakes Retirement first reported a position in FLTB in Q2 2024 and has held it in 9 quarters since. 86 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Great Lakes Retirement held 34,745 shares of Fidelity Limited Term Bond ETF worth $1.75M as of Q2 2026.
Great Lakes Retirement bought 2,039 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $103K.
Fidelity Limited Term Bond ETF made up 0.16% of Great Lakes Retirement's portfolio in Q2 2026, its #131 holding.
Great Lakes Retirement first reported a position in Fidelity Limited Term Bond ETF in Q2 2024 and has held it in 9 quarters since.
86 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.