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 |
|