GSB Wealth Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

GSB Wealth Management’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	$1.89M	Buy	37,731 +1,397	+4%	+$70.3K	0.38%	75
2026 Q1	$1.83M	Buy	36,334 +268	+0.7%	+$13.6K	0.41%	74
2025 Q4	$1.83M	Sell	36,066 -382	-1%	-$19.4K	0.41%	74
2025 Q3	$1.85M	Buy	36,448 +546	+2%	+$27.6K	0.42%	76
2025 Q2	$1.81M	Buy	35,902 +542	+2%	+$27.1K	0.44%	73
2025 Q1	$1.77M	Buy	35,360 +543	+2%	+$27.1K	0.47%	73
2024 Q4	$1.73M	Buy	34,817 +1,623	+5%	+$81K	0.45%	75
2024 Q3	$1.67M	Buy	33,194 +80	+0.2%	+$3.99K	0.43%	77
2024 Q2	$1.62M	Buy	33,114 +50	+0.2%	+$2.45K	0.44%	75
2024 Q1	$1.62M	Buy	33,064 +930	+3%	+$45.6K	0.46%	77
2023 Q4	$1.58M	Sell	32,134 -449	-1%	-$21.7K	0.49%	71
2023 Q3	$1.56M	Sell	32,583 -998	-3%	-$48K	0.52%	66
2023 Q2	$1.61M	Sell	33,581 -67	-0.2%	-$3.25K	0.52%	65
2023 Q1	$1.63M	Sell	33,648 -39	-0.1%	-$1.88K	0.53%	65
2022 Q4	$1.62M	Sell	33,687 -1,148	-3%	-$54.8K	0.58%	59
2022 Q3	$1.66M	Buy	34,835 +393	+1%	+$19.1K	0.6%	55
2022 Q2	$1.68M	Sell	34,442 -1,309	-4%	-$64.2K	0.57%	62
2022 Q1	$1.78M	Buy	35,751 +699	+2%	+$35.5K	0.52%	66
2021 Q4	$1.81M	Buy	+35,052	New	+$1.82M	0.52%	65
2021 Q3	–	Sell	-32,035	Closed	-$1.68M	–	176
2021 Q2	$1.68M	Buy	32,035 +1,286	+4%	+$67.4K	0.52%	62
2021 Q1	$1.61M	Buy	+30,749	New	+$1.62M	0.53%	60

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

GSB Wealth Management's FLTB Position: Q2 2026 in Review

GSB Wealth Management increased its Fidelity Limited Term Bond ETF (FLTB) stake by 3.8% in Q2 2026, buying an estimated $70.3K and bringing the position to 37,731 shares worth $1.89M. The position accounts for 0.38% of the portfolio, ranked #75.

GSB Wealth Management first reported a position in FLTB in Q1 2021 and has held it in 21 quarters since. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

GSB Wealth Management held 37,731 shares of Fidelity Limited Term Bond ETF worth $1.89M as of Q2 2026.
GSB Wealth Management bought 1,397 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $70.3K.
Fidelity Limited Term Bond ETF made up 0.38% of GSB Wealth Management's portfolio in Q2 2026, its #75 holding.
GSB Wealth Management first reported a position in Fidelity Limited Term Bond ETF in Q1 2021 and has held it in 21 quarters since.
87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.