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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $377B AUM 19.32% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 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 $570B AUM 27.57% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

GSB Wealth Management's FLTB Position: Q1 2026 in Review

GSB Wealth Management increased its Fidelity Limited Term Bond ETF (FLTB) stake by 0.74% in Q1 2026, buying an estimated $13.6K and bringing the position to 36,334 shares worth $1.83M. The position accounts for 0.41% of the portfolio, ranked #74.

GSB Wealth Management first reported a position in FLTB in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.85M in Q3 2025. 79 funds tracked by Wall St. Rank hold FLTB as of Q1 2026.

  • GSB Wealth Management held 36,334 shares of Fidelity Limited Term Bond ETF worth $1.83M as of Q1 2026.
  • GSB Wealth Management bought 268 Fidelity Limited Term Bond ETF shares in Q1 2026, an estimated $13.6K.
  • Fidelity Limited Term Bond ETF made up 0.41% of GSB Wealth Management's portfolio in Q1 2026, its #74 holding.
  • GSB Wealth Management first reported a position in Fidelity Limited Term Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • GSB Wealth Management's Fidelity Limited Term Bond ETF position peaked at $1.85M in Q3 2025.
  • 79 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.