Holos Integrated Wealth’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Holos Integrated Wealth’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	$9.94M	Buy	198,581 +35,118	+21%	+$1.77M	4.64%	5
2026 Q1	$8.21M	Buy	163,463 +406	+0.2%	+$20.6K	4.15%	5
2025 Q4	$8.27M	Buy	163,057 +15,660	+11%	+$795K	4.62%	5
2025 Q3	$7.48M	Buy	147,397 +8,819	+6%	+$446K	4.4%	7
2025 Q2	$6.99M	Buy	138,578 +20,273	+17%	+$1.02M	4.2%	7
2025 Q1	$5.93M	Buy	+118,305	New	+$5.91M	3.89%	8

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Holos Integrated Wealth's FLTB Position: Q2 2026 in Review

Holos Integrated Wealth increased its Fidelity Limited Term Bond ETF (FLTB) stake by 21% in Q2 2026, buying an estimated $1.77M and bringing the position to 198,581 shares worth $9.94M. The position accounts for 4.64% of the portfolio, ranked #5.

Holos Integrated Wealth first reported a position in FLTB in Q1 2025 and has held it in 6 quarters since. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Holos Integrated Wealth held 198,581 shares of Fidelity Limited Term Bond ETF worth $9.94M as of Q2 2026.
Holos Integrated Wealth bought 35,118 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $1.77M.
Fidelity Limited Term Bond ETF made up 4.64% of Holos Integrated Wealth's portfolio in Q2 2026, its #5 holding.
Holos Integrated Wealth first reported a position in Fidelity Limited Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.