Koshinski Asset Management
FLTB icon

Koshinski Asset Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Koshinski Asset Management’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 		$2.19M Buy
43,768
+10,982
+33% +$552K 0.12% 164
2026
Q1 		$1.65M Buy
32,786
+8,107
+33% +$411K 0.1% 185
2025
Q4 		$1.25M Buy
24,679
+2,633
+12% +$134K 0.08% 232
2025
Q3 		$1.12M Buy
22,046
+4,646
+27% +$235K 0.08% 247
2025
Q2 		$877K Buy
17,400
+2,822
+19% +$141K 0.07% 288
2025
Q1 		$730K Buy
14,578
+4,499
+45% +$225K 0.06% 304
2024
Q4 		$500K Buy
10,079
+1,122
+13% +$56K 0.04% 366
2024
Q3 		$451K Buy
8,957
+832
+10% +$41.5K 0.04% 402
2024
Q2 		$400K Sell
8,125
-738
-8% -$36.1K 0.04% 400
2024
Q1 		$435K Buy
8,863
+2,740
+45% +$134K 0.04% 348
2023
Q4 		$301K Sell
6,123
-683
-10% -$33K 0.05% 394
2023
Q3 		$325K Buy
6,806
+1,284
+23% +$61.7K 0.04% 418
2023
Q2 		$265K Sell
5,522
-682
-11% -$33K 0.03% 480
2023
Q1 		$301K Buy
6,204
+415
+7% +$20K 0.03% 423
2022
Q4 		$278K Buy
5,789
+1,479
+34% +$70.6K 0.03% 476
2022
Q3 		$205K Buy
+4,310
New +$210K 0.02% 493
2022
Q2 		– Sell
-2,894
Closed -$144K – 1067
2022
Q1 		$144K Buy
2,894
+1,422
+97% +$72.2K 0.01% 707
2021
Q4 		$76.2K Buy
1,472
+524
+55% +$27.2K 0.01% 948
2021
Q3 		$49.5K Buy
+948
New +$49.7K ﹤0.01% 1117

Other funds holding FLTB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Koshinski Asset Management's FLTB Position: Q2 2026 in Review

Koshinski Asset Management increased its Fidelity Limited Term Bond ETF (FLTB) stake by 33% in Q2 2026, buying an estimated $552K and bringing the position to 43,768 shares worth $2.19M. The position accounts for 0.12% of the portfolio, ranked #164.

Koshinski Asset Management first reported a position in FLTB in Q3 2021 and has held it in 19 quarters since. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

  • Koshinski Asset Management held 43,768 shares of Fidelity Limited Term Bond ETF worth $2.19M as of Q2 2026.
  • Koshinski Asset Management bought 10,982 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $552K.
  • Fidelity Limited Term Bond ETF made up 0.12% of Koshinski Asset Management's portfolio in Q2 2026, its #164 holding.
  • Koshinski Asset Management first reported a position in Fidelity Limited Term Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • 87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.