LWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$869K Buy
17,250
+38
+0.2% +$1.92K 0.4% 43
2025
Q1 		$862K Buy
+17,212
New +$862K 0.43% 43