Merkkuri Wealth Advisors’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Merkkuri Wealth 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	$3.04M	Buy	+60,605	New	+$3.05M	1.88%	16

Other funds holding FLTB

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

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return

Clearwave Capital Upland, California $181M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Merkkuri Wealth Advisors's FLTB Position: Q2 2026 in Review

Merkkuri Wealth Advisors opened a new position in Fidelity Limited Term Bond ETF (FLTB) in Q2 2026: 60,605 shares worth $3.04M. The stake represents 1.88% of the portfolio and ranks #16 among its holdings.

23 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Merkkuri Wealth Advisors held 60,605 shares of Fidelity Limited Term Bond ETF worth $3.04M as of Q2 2026.
Fidelity Limited Term Bond ETF was a new Merkkuri Wealth Advisors position in Q2 2026.
Fidelity Limited Term Bond ETF made up 1.88% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #16 holding.
23 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.