Mariner
FLTB icon

Mariner’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Mariner’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
Q4 		– Sell
-4,210
Closed -$201K – 3095
2023
Q3 		$201K Buy
+4,210
New +$202K ﹤0.01% 2501
2023
Q1 		– Sell
-4,866
Closed -$233K – 2824
2022
Q4 		$233K Buy
+4,866
New +$232K ﹤0.01% 2234

Other funds holding FLTB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
NPF
Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner's FLTB Position: Q4 2023 in Review

Mariner sold out of Fidelity Limited Term Bond ETF (FLTB) in Q4 2023, closing a stake of 4,210 shares — an estimated $201K sold.

Mariner first reported a position in FLTB in Q4 2022 and held it in 2 quarters. The position peaked at $233K in Q4 2022. 55 funds tracked by Wall St. Rank hold FLTB as of Q4 2023.

  • Mariner reported no remaining Fidelity Limited Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Mariner sold 4,210 Fidelity Limited Term Bond ETF shares in Q4 2023, an estimated $201K.
  • Mariner first reported a position in Fidelity Limited Term Bond ETF in Q4 2022 and held it in 2 quarters.
  • Mariner's Fidelity Limited Term Bond ETF position peaked at $233K in Q4 2022.
  • 55 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q4 2023.

Based on Mariner's 13F filing for Q4 2023, filed 14 Feb 2024.