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Kerntke Otto McGlone Wealth Management Group’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Kerntke Otto McGlone Wealth Management 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
2021
Q1 		– Sell
-4,299
Closed -$227K – 129
2020
Q4 		$227K Sell
4,299
-210
-5% -$11.1K 0.13% 107
2020
Q3 		$237K Sell
4,509
-693
-13% -$36.4K 0.17% 94
2020
Q2 		$272K Buy
+5,202
New +$267K 0.25% 78

Other funds holding FLTB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NPF
Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return
MFM
Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's FLTB Position: Q1 2021 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Fidelity Limited Term Bond ETF (FLTB) in Q1 2021, closing a stake of 4,299 shares — an estimated $227K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in FLTB in Q2 2020 and held it in 3 quarters. The position peaked at $272K in Q2 2020. 55 funds tracked by Wall St. Rank hold FLTB as of Q1 2021.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining Fidelity Limited Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 4,299 Fidelity Limited Term Bond ETF shares in Q1 2021, an estimated $227K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Fidelity Limited Term Bond ETF in Q2 2020 and held it in 3 quarters.
  • Kerntke Otto McGlone Wealth Management Group's Fidelity Limited Term Bond ETF position peaked at $272K in Q2 2020.
  • 55 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2021.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2021, filed 14 May 2021.