Kestra Advisory Services’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Kestra Advisory Services’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	$5.36M	Buy	106,845 +24,426	+30%	+$1.23M	0.02%	810
2026 Q1	$4.14M	Sell	82,419 -30,801	-27%	-$1.56M	0.02%	895
2025 Q4	$5.74M	Buy	113,220 +61,172	+118%	+$3.11M	0.02%	654
2025 Q3	$2.64M	Buy	52,048 +47,764	+1,115%	+$2.42M	0.01%	1008
2025 Q2	$216K	Buy	+4,284	New	+$215K	﹤0.01%	2614
2024 Q4	–	Sell	-4,302	Closed	-$217K	–	2712
2024 Q3	$217K	Sell	4,302 -12,794	-75%	-$639K	﹤0.01%	2323
2024 Q2	$839K	Buy	17,096 +10,157	+146%	+$497K	﹤0.01%	1434
2024 Q1	$340K	Buy	+6,939	New	+$341K	﹤0.01%	1917
2023 Q2	–	Sell	-4,770	Closed	-$231K	–	2133
2023 Q1	$231K	Buy	4,770 +188	+4%	+$9.08K	﹤0.01%	1737
2022 Q4	$220K	Sell	4,582 -324	-7%	-$15.5K	﹤0.01%	1961
2022 Q3	$234K	Sell	4,906 -777	-14%	-$37.8K	﹤0.01%	1764
2022 Q2	$277K	Sell	5,683 -14,269	-72%	-$700K	﹤0.01%	1671
2022 Q1	$993K	Sell	19,952 -18,367	-48%	-$932K	0.01%	965
2021 Q4	$1.99M	Sell	38,319 -5,184	-12%	-$269K	0.02%	683
2021 Q3	$2.27M	Sell	43,503 -25,430	-37%	-$1.33M	0.02%	657
2021 Q2	$3.61M	Buy	68,933 +2,854	+4%	+$150K	0.04%	453
2021 Q1	$3.45M	Buy	66,079 +6,941	+12%	+$365K	0.04%	426
2020 Q4	$3.13M	Buy	59,138 +4,164	+8%	+$219K	0.04%	456
2020 Q3	$2.91M	Buy	+54,974	New	+$2.89M	0.05%	341

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

Kestra Advisory Services's FLTB Position: Q2 2026 in Review

Kestra Advisory Services increased its Fidelity Limited Term Bond ETF (FLTB) stake by 30% in Q2 2026, buying an estimated $1.23M and bringing the position to 106,845 shares worth $5.36M. The position accounts for 0.02% of the portfolio, ranked #810.

Kestra Advisory Services first reported a position in FLTB in Q3 2020 and has held it in 19 quarters since. The position peaked at $5.74M in Q4 2025. 86 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Kestra Advisory Services held 106,845 shares of Fidelity Limited Term Bond ETF worth $5.36M as of Q2 2026.
Kestra Advisory Services bought 24,426 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $1.23M.
Fidelity Limited Term Bond ETF made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #810 holding.
Kestra Advisory Services first reported a position in Fidelity Limited Term Bond ETF in Q3 2020 and has held it in 19 quarters since.
Kestra Advisory Services's Fidelity Limited Term Bond ETF position peaked at $5.74M in Q4 2025.
86 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.