Lakeridge Wealth Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Lakeridge Wealth 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	$1.07M	Buy	21,293 +3,109	+17%	+$156K	0.39%	53
2026 Q1	$914K	Sell	18,184 -731	-4%	-$37K	0.39%	53
2025 Q4	$958K	Buy	18,915 +375	+2%	+$19K	0.44%	45
2025 Q3	$939K	Buy	18,540 +1,290	+7%	+$65.2K	0.42%	44
2025 Q2	$869K	Buy	17,250 +38	+0.2%	+$1.9K	0.4%	43
2025 Q1	$862K	Buy	+17,212	New	+$859K	0.43%	43

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

Lakeridge Wealth Management's FLTB Position: Q2 2026 in Review

Lakeridge Wealth Management increased its Fidelity Limited Term Bond ETF (FLTB) stake by 17% in Q2 2026, buying an estimated $156K and bringing the position to 21,293 shares worth $1.07M. The position accounts for 0.39% of the portfolio, ranked #53.

Lakeridge Wealth Management first reported a position in FLTB in Q1 2025 and has held it in 6 quarters since. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Lakeridge Wealth Management held 21,293 shares of Fidelity Limited Term Bond ETF worth $1.07M as of Q2 2026.
Lakeridge Wealth Management bought 3,109 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $156K.
Fidelity Limited Term Bond ETF made up 0.39% of Lakeridge Wealth Management's portfolio in Q2 2026, its #53 holding.
Lakeridge Wealth Management first reported a position in Fidelity Limited Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.