IAA
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Independent Advisor Alliance’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Independent Advisor Alliance’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 		– Sell
-5,256
Closed -$264K – 1237
2026
Q1 		$264K Buy
+5,256
New +$266K ﹤0.01% 1384

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

Independent Advisor Alliance's FLTB Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Fidelity Limited Term Bond ETF (FLTB) in Q2 2026, closing a stake of 5,256 shares — an estimated $264K sold.

Independent Advisor Alliance first reported a position in FLTB in Q1 2026 and held it in 1 quarter. The position peaked at $264K in Q1 2026. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Fidelity Limited Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 5,256 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $264K.
  • Independent Advisor Alliance first reported a position in Fidelity Limited Term Bond ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Fidelity Limited Term Bond ETF position peaked at $264K in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.