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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.99M Buy
138,578
+20,273
+17% +$1.02M 4.2% 7
2025
Q1
$5.93M Buy
+118,305
New +$5.93M 3.89% 8