Jones Financial Companies
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Jones Financial Companies’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Jones Financial Companies’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
Q1 		$2.69M Buy
53,581
+15,542
+41% +$788K ﹤0.01% 1305
2025
Q4 		$1.93M Buy
38,039
+28,807
+312% +$1.46M ﹤0.01% 968
2025
Q3 		$469K Buy
9,232
+3,960
+75% +$200K ﹤0.01% 1424
2025
Q2 		$265K Buy
5,272
+2,792
+113% +$140K ﹤0.01% 1540
2025
Q1 		$124K Buy
2,480
+2,022
+441% +$101K ﹤0.01% 1685
2024
Q4 		$22.7K Buy
458
+59
+15% +$2.94K ﹤0.01% 2203
2024
Q3 		$20.1K Buy
399
+99
+33% +$4.94K ﹤0.01% 1953
2024
Q2 		$14.7K Buy
+300
New +$14.7K ﹤0.01% 1637
2024
Q1 		– Sell
-200
Closed -$9.84K – 1399
2023
Q4 		$9.84K Buy
+200
New +$9.65K ﹤0.01% 683

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LPL Financial
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HIW
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return