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 Q2	$3.79M	Buy	75,274 +21,693	+40%	+$1.09M	﹤0.01%	1311
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

Other funds holding FLTB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies's FLTB Position: Q2 2026 in Review

Jones Financial Companies increased its Fidelity Limited Term Bond ETF (FLTB) stake by 40% in Q2 2026, buying an estimated $1.09M and bringing the position to 75,274 shares worth $3.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Jones Financial Companies first reported a position in FLTB in Q4 2023 and has held it in 10 quarters since. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Jones Financial Companies held 75,274 shares of Fidelity Limited Term Bond ETF worth $3.79M as of Q2 2026.
Jones Financial Companies bought 21,693 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $1.09M.
Fidelity Limited Term Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1311 holding.
Jones Financial Companies first reported a position in Fidelity Limited Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.