Mercer Global Advisors
FLTB icon

Mercer Global Advisors’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Mercer Global 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
2026
Q1 		$324K Buy
6,443
+731
+13% +$37K ﹤0.01% 2358
2025
Q4 		$289K Buy
5,712
+51
+0.9% +$2.59K ﹤0.01% 2261
2025
Q3 		$287K Sell
5,661
-2,977
-34% -$151K ﹤0.01% 2121
2025
Q2 		$435K Sell
8,638
-2,366
-22% -$119K ﹤0.01% 1634
2025
Q1 		$551K Sell
11,004
-3,538
-24% -$177K ﹤0.01% 1415
2024
Q4 		$722K Sell
14,542
-941
-6% -$47K ﹤0.01% 1253
2024
Q3 		$781K Sell
15,483
-363
-2% -$18.1K ﹤0.01% 1119
2024
Q2 		$778K Buy
15,846
+83
+0.5% +$4.06K ﹤0.01% 1089
2024
Q1 		$773K Sell
15,763
-26
-0.2% -$1.28K ﹤0.01% 1070
2023
Q4 		$777K Sell
15,789
-2,207
-12% -$106K ﹤0.01% 1086
2023
Q3 		$860K Sell
17,996
-2,299
-11% -$111K ﹤0.01% 997
2023
Q2 		$974K Sell
20,295
-4,267
-17% -$207K ﹤0.01% 953
2023
Q1 		$1.19M Sell
24,562
-44,066
-64% -$2.13M 0.01% 848
2022
Q4 		$3.29M Sell
68,628
-108,913
-61% -$5.2M 0.02% 548
2022
Q3 		$8.45M Sell
177,541
-4,003
-2% -$195K 0.05% 263
2022
Q2 		$8.84M Buy
+181,544
New +$8.91M 0.05% 249

Other funds holding FLTB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Royal Bank of Canada
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

Mercer Global Advisors's FLTB Position: Q1 2026 in Review

Mercer Global Advisors increased its Fidelity Limited Term Bond ETF (FLTB) stake by 13% in Q1 2026, buying an estimated $37K and bringing the position to 6,443 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #2358.

Mercer Global Advisors first reported a position in FLTB in Q2 2022 and has held it in 16 quarters since. The position peaked at $8.84M in Q2 2022. 79 funds tracked by Wall St. Rank hold FLTB as of Q1 2026.

  • Mercer Global Advisors held 6,443 shares of Fidelity Limited Term Bond ETF worth $324K as of Q1 2026.
  • Mercer Global Advisors bought 731 Fidelity Limited Term Bond ETF shares in Q1 2026, an estimated $37K.
  • Fidelity Limited Term Bond ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2358 holding.
  • Mercer Global Advisors first reported a position in Fidelity Limited Term Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Mercer Global Advisors's Fidelity Limited Term Bond ETF position peaked at $8.84M in Q2 2022.
  • 79 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.