Harbour Investments’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Harbour Investments’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	$8.04K	Hold	160	–	–	﹤0.01%	3372
2025 Q4	$8.11K	Hold	160	–	–	﹤0.01%	2841
2025 Q3	$8.11K	Hold	160	–	–	﹤0.01%	2786
2025 Q2	$8.06K	Hold	160	–	–	﹤0.01%	2665
2025 Q1	$8.01K	Hold	160	–	–	﹤0.01%	2620
2024 Q4	$7.94K	Hold	160	–	–	﹤0.01%	2556
2024 Q3	$8.06K	Hold	160	–	–	﹤0.01%	2451
2024 Q2	$7.85K	Sell	160 -300	-65%	-$14.7K	﹤0.01%	2359
2024 Q1	$22.6K	Hold	460	–	–	﹤0.01%	1901
2023 Q4	$22.6K	Hold	460	–	–	﹤0.01%	1821
2023 Q3	$22K	Hold	460	–	–	﹤0.01%	1706
2023 Q2	$22.1K	Hold	460	–	–	﹤0.01%	1723
2023 Q1	$22.3K	Hold	460	–	–	﹤0.01%	1696
2022 Q4	$22.1K	Hold	460	–	–	﹤0.01%	1635
2022 Q3	$22K	Hold	460	–	–	﹤0.01%	1597
2022 Q2	$22K	Buy	+460	New	+$22.6K	﹤0.01%	1597
2021 Q4	–	Sell	-28,592	Closed	-$1.49M	–	2994
2021 Q3	$1.49M	Buy	28,592 +18,239	+176%	+$956K	0.05%	353
2021 Q2	$542K	Sell	10,353 -9,988	-49%	-$524K	0.02%	648
2021 Q1	$1.06M	Buy	+20,341	New	+$1.07M	0.04%	396

Other funds holding FLTB

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

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

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

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

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

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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Harbour Investments's FLTB Position: Q1 2026 in Review

Harbour Investments held its Fidelity Limited Term Bond ETF (FLTB) position steady in Q1 2026 at 160 shares worth $8.04K. The position accounts for ﹤0.01% of the portfolio, ranked #3372.

Harbour Investments first reported a position in FLTB in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.49M in Q3 2021. 79 funds tracked by Wall St. Rank hold FLTB as of Q1 2026.

Harbour Investments held 160 shares of Fidelity Limited Term Bond ETF worth $8.04K as of Q1 2026.
Harbour Investments left its Fidelity Limited Term Bond ETF share count unchanged in Q1 2026.
Fidelity Limited Term Bond ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3372 holding.
Harbour Investments first reported a position in Fidelity Limited Term Bond ETF in Q1 2021 and has held it in 19 quarters since.
Harbour Investments's Fidelity Limited Term Bond ETF position peaked at $1.49M in Q3 2021.
79 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.