LPL Financial’s Fidelity Limited Term Bond ETF FLTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15M | Buy |
297,835
+9,355
| +3% | +$474K | ﹤0.01% | 1685 |
|
|
2025
Q4 | $14.6M | Buy |
288,480
+45,427
| +19% | +$2.31M | ﹤0.01% | 1625 |
|
|
2025
Q3 | $12.3M | Buy |
243,053
+123,301
| +103% | +$6.23M | ﹤0.01% | 1692 |
|
|
2025
Q2 | $6.04M | Buy |
119,752
+26,794
| +29% | +$1.34M | ﹤0.01% | 2163 |
|
|
2025
Q1 | $4.66M | Sell |
92,958
-12,247
| -12% | -$611K | ﹤0.01% | 2209 |
|
|
2024
Q4 | $5.22M | Buy |
105,205
+72,579
| +222% | +$3.62M | ﹤0.01% | 2050 |
|
|
2024
Q3 | $1.64M | Buy |
32,626
+516
| +2% | +$25.8K | ﹤0.01% | 2912 |
|
|
2024
Q2 | $1.58M | Buy |
32,110
+6,789
| +27% | +$332K | ﹤0.01% | 2826 |
|
|
2024
Q1 | $1.24M | Sell |
25,321
-14,567
| -37% | -$715K | ﹤0.01% | 2992 |
|
|
2023
Q4 | $1.96M | Sell |
39,888
-4,731
| -11% | -$228K | ﹤0.01% | 2423 |
|
|
2023
Q3 | $2.13M | Buy |
44,619
+464
| +1% | +$22.3K | ﹤0.01% | 2238 |
|
|
2023
Q2 | $2.12M | Sell |
44,155
-1,569
| -3% | -$76K | ﹤0.01% | 2196 |
|
|
2023
Q1 | $2.22M | Buy |
45,724
+4,769
| +12% | +$230K | ﹤0.01% | 2064 |
|
|
2022
Q4 | $1.96M | Buy |
40,955
+1,132
| +3% | +$54.1K | ﹤0.01% | 2086 |
|
|
2022
Q3 | $1.9M | Buy |
39,823
+725
| +2% | +$35.3K | ﹤0.01% | 2033 |
|
|
2022
Q2 | $1.9M | Sell |
39,098
-2,384
| -6% | -$117K | ﹤0.01% | 2072 |
|
|
2022
Q1 | $2.06M | Sell |
41,482
-2,587
| -6% | -$131K | ﹤0.01% | 2040 |
|
|
2021
Q4 | $2.28M | Sell |
44,069
-1,081
| -2% | -$56.1K | ﹤0.01% | 1987 |
|
|
2021
Q3 | $2.36M | Buy |
45,150
+1,404
| +3% | +$73.6K | ﹤0.01% | 1927 |
|
|
2021
Q2 | $2.29M | Buy |
43,746
+3,426
| +8% | +$180K | ﹤0.01% | 1869 |
|
|
2021
Q1 | $2.11M | Buy |
40,320
+18,948
| +89% | +$997K | ﹤0.01% | 1796 |
|
|
2020
Q4 | $1.13M | Buy |
21,372
+1,316
| +7% | +$69.3K | ﹤0.01% | 2089 |
|
|
2020
Q3 | $1.05M | Buy |
20,056
+3,534
| +21% | +$186K | ﹤0.01% | 1912 |
|
|
2020
Q2 | $864K | Buy |
16,522
+1,520
| +10% | +$78.2K | ﹤0.01% | 1939 |
|
|
2020
Q1 | $747K | Buy |
15,002
+7,778
| +108% | +$395K | ﹤0.01% | 1820 |
|
|
2019
Q4 | $368K | Sell |
7,224
-678
| -9% | -$34.6K | ﹤0.01% | 2618 |
|
|
2019
Q3 | $403K | Buy |
7,902
+3,179
| +67% | +$162K | ﹤0.01% | 2443 |
|
|
2019
Q2 | $239K | Sell |
4,723
-1,683
| -26% | -$84.6K | ﹤0.01% | 2894 |
|
|
2019
Q1 | $321K | Sell |
6,406
-1,241
| -16% | -$61.7K | ﹤0.01% | 2575 |
|
|
2018
Q4 | $378K | Buy |
7,647
+1,957
| +34% | +$96.2K | ﹤0.01% | 2277 |
|
|
2018
Q3 | $280K | Buy |
+5,690
| New | +$281K | ﹤0.01% | 2756 |
|
|
2016
Q2 | – | Sell |
-8,000
| Closed | -$405K | – | 2743 |
|
|
2016
Q1 | $405K | Buy |
+8,000
| New | +$400K | ﹤0.01% | 2304 |
|
Other funds holding FLTB
HIW
RIA
KAS
LPL Financial's FLTB Position: Q1 2026 in Review
LPL Financial increased its Fidelity Limited Term Bond ETF (FLTB) stake by 3.2% in Q1 2026, buying an estimated $474K and bringing the position to 297,835 shares worth $15M. The position accounts for ﹤0.01% of the portfolio, ranked #1685.
LPL Financial first reported a position in FLTB in Q1 2016 and has held it in 32 quarters since. 79 funds tracked by Wall St. Rank hold FLTB as of Q1 2026.
- LPL Financial held 297,835 shares of Fidelity Limited Term Bond ETF worth $15M as of Q1 2026.
- LPL Financial bought 9,355 Fidelity Limited Term Bond ETF shares in Q1 2026, an estimated $474K.
- Fidelity Limited Term Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1685 holding.
- LPL Financial first reported a position in Fidelity Limited Term Bond ETF in Q1 2016 and has held it in 32 quarters since.
- 79 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.