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Narus Financial Partners’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Narus Financial Partners’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
2024
Q1 		– Sell
-5,035
Closed -$248K – 143
2023
Q4 		$248K Hold
5,035
– – 0.12% 119
2023
Q3 		$241K Hold
5,035
– – 0.12% 105
2023
Q2 		$242K Hold
5,035
– – 0.12% 103
2023
Q1 		$244K Sell
5,035
-100
-2% -$4.83K 0.13% 101
2022
Q4 		$246K Buy
+5,135
New +$245K 0.14% 100

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RIA
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KPWS
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VAS
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Narus Financial Partners's FLTB Position: Q1 2024 in Review

Narus Financial Partners sold out of Fidelity Limited Term Bond ETF (FLTB) in Q1 2024, closing a stake of 5,035 shares — an estimated $248K sold.

Narus Financial Partners first reported a position in FLTB in Q4 2022 and held it in 5 quarters. The position peaked at $248K in Q4 2023. 55 funds tracked by Wall St. Rank hold FLTB as of Q1 2024.

  • Narus Financial Partners reported no remaining Fidelity Limited Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Narus Financial Partners sold 5,035 Fidelity Limited Term Bond ETF shares in Q1 2024, an estimated $248K.
  • Narus Financial Partners first reported a position in Fidelity Limited Term Bond ETF in Q4 2022 and held it in 5 quarters.
  • Narus Financial Partners's Fidelity Limited Term Bond ETF position peaked at $248K in Q4 2023.
  • 55 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2024.

Based on Narus Financial Partners's 13F filing for Q1 2024, filed 18 Apr 2024.