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KB Financial Partners’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

KB Financial Partners’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
2022
Q1 		– Sell
-122
Closed -$6K – 623
2021
Q4 		$6K Buy
+122
New +$6.33K ﹤0.01% 485

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IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

KB Financial Partners's FLTB Position: Q1 2022 in Review

KB Financial Partners sold out of Fidelity Limited Term Bond ETF (FLTB) in Q1 2022, closing a stake of 122 shares — an estimated $6K sold.

KB Financial Partners first reported a position in FLTB in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 58 funds tracked by Wall St. Rank hold FLTB as of Q1 2022.

  • KB Financial Partners reported no remaining Fidelity Limited Term Bond ETF position as of Q1 2022 after selling out during the quarter.
  • KB Financial Partners sold 122 Fidelity Limited Term Bond ETF shares in Q1 2022, an estimated $6K.
  • KB Financial Partners first reported a position in Fidelity Limited Term Bond ETF in Q4 2021 and held it in 1 quarter.
  • KB Financial Partners's Fidelity Limited Term Bond ETF position peaked at $6K in Q4 2021.
  • 58 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2022.

Based on KB Financial Partners's 13F filing for Q1 2022, filed 17 May 2022.