Mirsky Financial Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Mirsky Financial 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
2021 Q4	$9.51M	Buy	183,538 +1,665	+0.9%	+$86.5K	3.92%	8
2021 Q3	$9.5M	Buy	181,873 +3,777	+2%	+$198K	4.24%	7
2021 Q2	$9.33M	Sell	178,096 -991	-0.6%	-$51.9K	4.14%	7
2021 Q1	$9.36M	Buy	179,087 +13,337	+8%	+$702K	4.34%	7
2020 Q4	$8.77M	Buy	165,750 +7,908	+5%	+$416K	4.51%	7
2020 Q3	$8.28M	Buy	157,842 +5,085	+3%	+$267K	4.68%	7
2020 Q2	$7.99M	Sell	152,757 -8,151	-5%	-$419K	4.8%	7
2020 Q1	$8.02M	Buy	160,908 +14,629	+10%	+$744K	5.66%	6
2019 Q4	$7.45M	Buy	146,279 +11,904	+9%	+$607K	4.84%	7
2019 Q3	$6.84M	Buy	134,375 +5,215	+4%	+$265K	4.91%	7
2019 Q2	$6.55M	Buy	129,160 +3,571	+3%	+$180K	4.93%	7
2019 Q1	$6.3M	Buy	125,589 +3,159	+3%	+$157K	4.9%	7
2018 Q4	$6.05M	Buy	+122,430	New	+$6.02M	5.31%	8

Other funds holding FLTB

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

NPF

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

Mirsky Financial Management's FLTB Position: Q4 2021 in Review

Mirsky Financial Management increased its Fidelity Limited Term Bond ETF (FLTB) stake by 0.92% in Q4 2021, buying an estimated $86.5K and bringing the position to 183,538 shares worth $9.51M. The position accounts for 3.92% of the portfolio, ranked #8.

Mirsky Financial Management first reported a position in FLTB in Q4 2018 and has held it in 13 quarters since. 58 funds tracked by Wall St. Rank hold FLTB as of Q4 2021.

Mirsky Financial Management held 183,538 shares of Fidelity Limited Term Bond ETF worth $9.51M as of Q4 2021.
Mirsky Financial Management bought 1,665 Fidelity Limited Term Bond ETF shares in Q4 2021, an estimated $86.5K.
Fidelity Limited Term Bond ETF made up 3.92% of Mirsky Financial Management's portfolio in Q4 2021, its #8 holding.
Mirsky Financial Management first reported a position in Fidelity Limited Term Bond ETF in Q4 2018 and has held it in 13 quarters since.
58 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.