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

Kestra Private Wealth 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	$2.69M	Buy	53,614 +17,838	+50%	+$897K	0.03%	501
2026 Q1	$1.8M	Sell	35,776 -3,671	-9%	-$186K	0.02%	591
2025 Q4	$2M	Sell	39,447 -2,753	-7%	-$140K	0.02%	544
2025 Q3	$2.14M	Buy	42,200 +2,321	+6%	+$117K	0.03%	504
2025 Q2	$2.01M	Sell	39,879 -3,802	-9%	-$190K	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%	-$237K	0.04%	416
2024 Q3	$2.46M	Sell	48,943 -2,965	-6%	-$148K	0.05%	371
2024 Q2	$2.55M	Sell	51,908 -11,681	-18%	-$572K	0.05%	335
2024 Q1	$3.12M	Sell	63,589 -71,657	-53%	-$3.52M	0.07%	277
2023 Q4	$6.65M	Buy	135,246 +3,458	+3%	+$167K	0.17%	150
2023 Q3	$6.3M	Sell	131,788 -26,989	-17%	-$1.3M	0.2%	126
2023 Q2	$7.62M	Buy	158,777 +121,923	+331%	+$5.91M	0.26%	98
2023 Q1	$1.79M	Buy	+36,854	New	+$1.78M	0.07%	288

Other funds holding FLTB

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MWA

Merkkuri Wealth Advisors Hicksville, New York $161M AUM 19.9% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

GWM

GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

Clearwave Capital Upland, California $181M AUM

Kestra Private Wealth Services's FLTB Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Fidelity Limited Term Bond ETF (FLTB) stake by 50% in Q2 2026, buying an estimated $897K and bringing the position to 53,614 shares worth $2.69M. The position accounts for 0.03% of the portfolio, ranked #501.

Kestra Private Wealth Services first reported a position in FLTB in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.62M in Q2 2023. 34 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Kestra Private Wealth Services held 53,614 shares of Fidelity Limited Term Bond ETF worth $2.69M as of Q2 2026.
Kestra Private Wealth Services bought 17,838 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $897K.
Fidelity Limited Term Bond ETF made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #501 holding.
Kestra Private Wealth Services first reported a position in Fidelity Limited Term Bond ETF in Q1 2023 and has held it in 14 quarters since.
Kestra Private Wealth Services's Fidelity Limited Term Bond ETF position peaked at $7.62M in Q2 2023.
34 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

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