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 Q2	$326K	Buy	6,500 +57	+0.9%	+$2.87K	﹤0.01%	2714
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HIW

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mercer Global Advisors's FLTB Position: Q2 2026 in Review

Mercer Global Advisors increased its Fidelity Limited Term Bond ETF (FLTB) stake by 0.88% in Q2 2026, buying an estimated $2.87K and bringing the position to 6,500 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #2714.

Mercer Global Advisors first reported a position in FLTB in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.84M in Q2 2022. 86 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Mercer Global Advisors held 6,500 shares of Fidelity Limited Term Bond ETF worth $326K as of Q2 2026.
Mercer Global Advisors bought 57 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $2.87K.
Fidelity Limited Term Bond ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2714 holding.
Mercer Global Advisors first reported a position in Fidelity Limited Term Bond ETF in Q2 2022 and has held it in 17 quarters since.
Mercer Global Advisors's Fidelity Limited Term Bond ETF position peaked at $8.84M in Q2 2022.
86 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.