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Hoxton Planning & Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Hoxton Planning & 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 		$815K Buy
16,260
+139
+0.9% +$6.99K 0.21% 81
2026
Q1 		$810K Buy
+16,121
New +$817K 0.24% 69

Other funds holding FLTB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Hoxton Planning & Management's FLTB Position: Q2 2026 in Review

Hoxton Planning & Management increased its Fidelity Limited Term Bond ETF (FLTB) stake by 0.86% in Q2 2026, buying an estimated $6.99K and bringing the position to 16,260 shares worth $815K. The position accounts for 0.21% of the portfolio, ranked #81.

Hoxton Planning & Management first reported a position in FLTB in Q1 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

  • Hoxton Planning & Management held 16,260 shares of Fidelity Limited Term Bond ETF worth $815K as of Q2 2026.
  • Hoxton Planning & Management bought 139 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $6.99K.
  • Fidelity Limited Term Bond ETF made up 0.21% of Hoxton Planning & Management's portfolio in Q2 2026, its #81 holding.
  • Hoxton Planning & Management first reported a position in Fidelity Limited Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.