Northwestern Mutual Wealth Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Northwestern Mutual Wealth 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
2023 Q3	–	Sell	-313	Closed	-$15K	–	3367
2023 Q2	$15K	Buy	+313	New	+$15.2K	﹤0.01%	2416
2021 Q3	–	Sell	-408	Closed	-$21K	–	3081
2021 Q2	$21K	Buy	+408	New	+$21.4K	﹤0.01%	2177

Other funds holding FLTB

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

NPF

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management's FLTB Position: Q3 2023 in Review

Northwestern Mutual Wealth Management sold out of Fidelity Limited Term Bond ETF (FLTB) in Q3 2023, closing a stake of 313 shares — an estimated $15K sold.

Northwestern Mutual Wealth Management first reported a position in FLTB in Q2 2021 and held it in 2 quarters. The position peaked at $21K in Q2 2021. 56 funds tracked by Wall St. Rank hold FLTB as of Q3 2023.

Northwestern Mutual Wealth Management reported no remaining Fidelity Limited Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 313 Fidelity Limited Term Bond ETF shares in Q3 2023, an estimated $15K.
Northwestern Mutual Wealth Management first reported a position in Fidelity Limited Term Bond ETF in Q2 2021 and held it in 2 quarters.
Northwestern Mutual Wealth Management's Fidelity Limited Term Bond ETF position peaked at $21K in Q2 2021.
56 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q3 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.