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

McGlone Suttner 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 Q1	$497K	Hold	9,889	–	–	0.07%	124
2025 Q4	$501K	Sell	9,889 -800	-7%	-$40.6K	0.07%	117
2025 Q3	$542K	Hold	10,689	–	–	0.08%	113
2025 Q2	$539K	Buy	10,689 +2	+0%	+$100	0.08%	110
2025 Q1	$535K	Sell	10,687 -593	-5%	-$29.6K	0.09%	107
2024 Q4	$560K	Buy	11,280 +672	+6%	+$33.5K	0.09%	94
2024 Q3	$534K	Sell	10,608 -2,681	-20%	-$134K	0.11%	97
2024 Q2	$654K	Buy	13,289 +493	+4%	+$24.1K	0.13%	75
2024 Q1	$628K	Sell	12,796 -493	-4%	-$24.2K	0.12%	80
2023 Q4	$654K	Sell	13,289 -8,747	-40%	-$422K	0.13%	75
2023 Q3	$1.05M	Sell	22,036 -3,987	-15%	-$192K	0.24%	48
2023 Q2	$1.25M	Sell	26,023 -12,592	-33%	-$610K	0.29%	37
2023 Q1	$1.87M	Sell	38,615 -21,680	-36%	-$1.05M	0.48%	21
2022 Q4	$2.89M	Buy	+60,295	New	+$2.88M	0.92%	20

Other funds holding FLTB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

McGlone Suttner Wealth Management's FLTB Position: Q1 2026 in Review

McGlone Suttner Wealth Management held its Fidelity Limited Term Bond ETF (FLTB) position steady in Q1 2026 at 9,889 shares worth $497K. The position accounts for 0.07% of the portfolio, ranked #124.

McGlone Suttner Wealth Management first reported a position in FLTB in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.89M in Q4 2022. 79 funds tracked by Wall St. Rank hold FLTB as of Q1 2026.

McGlone Suttner Wealth Management held 9,889 shares of Fidelity Limited Term Bond ETF worth $497K as of Q1 2026.
McGlone Suttner Wealth Management left its Fidelity Limited Term Bond ETF share count unchanged in Q1 2026.
Fidelity Limited Term Bond ETF made up 0.07% of McGlone Suttner Wealth Management's portfolio in Q1 2026, its #124 holding.
McGlone Suttner Wealth Management first reported a position in Fidelity Limited Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
McGlone Suttner Wealth Management's Fidelity Limited Term Bond ETF position peaked at $2.89M in Q4 2022.
79 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.