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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.01M Sell
39,879
-3,802
-9% -$192K 0.03% 497
2025
Q1
$2.19M Sell
43,681
-504
-1% -$25.2K 0.04% 441
2024
Q4
$2.19M Sell
44,185
-4,758
-10% -$236K 0.04% 416
2024
Q3
$2.47M Sell
48,943
-2,965
-6% -$149K 0.05% 371
2024
Q2
$2.55M Sell
51,908
-11,681
-18% -$573K 0.05% 335
2024
Q1
$3.12M Sell
63,589
-71,657
-53% -$3.51M 0.07% 277
2023
Q4
$6.65M Buy
135,246
+3,458
+3% +$170K 0.17% 150
2023
Q3
$6.3M Sell
131,788
-26,989
-17% -$1.29M 0.2% 126
2023
Q2
$7.62M Buy
158,777
+121,923
+331% +$5.85M 0.26% 98
2023
Q1
$1.79M Buy
+36,854
New +$1.79M 0.07% 288