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Investment Research & Advisory Group’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Investment Research & Advisory Group’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 		$40.7K Hold
811
– – 0.01% 149
2026
Q1 		$40.8K Hold
811
– – 0.01% 140
2025
Q4 		$41.1K Buy
+811
New +$41.2K 0.01% 131

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

Investment Research & Advisory Group's FLTB Position: Q2 2026 in Review

Investment Research & Advisory Group held its Fidelity Limited Term Bond ETF (FLTB) position steady in Q2 2026 at 811 shares worth $40.7K. The position accounts for 0.01% of the portfolio, ranked #149.

Investment Research & Advisory Group first reported a position in FLTB in Q4 2025 and has held it in 3 quarters since. The position peaked at $41.1K in Q4 2025. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

  • Investment Research & Advisory Group held 811 shares of Fidelity Limited Term Bond ETF worth $40.7K as of Q2 2026.
  • Investment Research & Advisory Group left its Fidelity Limited Term Bond ETF share count unchanged in Q2 2026.
  • Fidelity Limited Term Bond ETF made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #149 holding.
  • Investment Research & Advisory Group first reported a position in Fidelity Limited Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Investment Research & Advisory Group's Fidelity Limited Term Bond ETF position peaked at $41.1K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.