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Lineweaver Wealth Advisors’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Lineweaver Wealth Advisors’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
2023
Q1 		– Sell
-54,094
Closed -$2.59M – 137
2022
Q4 		$2.59M Buy
+54,094
New +$2.58M 0.79% 29

Other funds holding FLTB

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
NPF
Norris Perne & French Grand Rapids, Michigan $2.34B AUM 32.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Lineweaver Wealth Advisors's FLTB Position: Q1 2023 in Review

Lineweaver Wealth Advisors sold out of Fidelity Limited Term Bond ETF (FLTB) in Q1 2023, closing a stake of 54,094 shares — an estimated $2.59M sold.

Lineweaver Wealth Advisors first reported a position in FLTB in Q4 2022 and held it in 1 quarter. The position peaked at $2.59M in Q4 2022. 59 funds tracked by Wall St. Rank hold FLTB as of Q1 2023.

  • Lineweaver Wealth Advisors reported no remaining Fidelity Limited Term Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 54,094 Fidelity Limited Term Bond ETF shares in Q1 2023, an estimated $2.59M.
  • Lineweaver Wealth Advisors first reported a position in Fidelity Limited Term Bond ETF in Q4 2022 and held it in 1 quarter.
  • Lineweaver Wealth Advisors's Fidelity Limited Term Bond ETF position peaked at $2.59M in Q4 2022.
  • 59 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2023.

Based on Lineweaver Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.