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OneDigital Investment Advisors’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

OneDigital Investment 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
2021
Q2 		– Sell
-46,446
Closed -$2.43M – 760
2021
Q1 		$2.43M Sell
46,446
-1,883
-4% -$99.1K 0.11% 128
2020
Q4 		$2.56M Buy
48,329
+18,171
+60% +$957K 0.13% 114
2020
Q3 		$1.58M Buy
30,158
+22,101
+274% +$1.16M 0.11% 147
2020
Q2 		$422K Buy
+8,057
New +$414K 0.03% 350

Other funds holding FLTB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
NPF
Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFM
Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OneDigital Investment Advisors's FLTB Position: Q2 2021 in Review

OneDigital Investment Advisors sold out of Fidelity Limited Term Bond ETF (FLTB) in Q2 2021, closing a stake of 46,446 shares — an estimated $2.43M sold.

OneDigital Investment Advisors first reported a position in FLTB in Q2 2020 and held it in 4 quarters. The position peaked at $2.56M in Q4 2020. 53 funds tracked by Wall St. Rank hold FLTB as of Q2 2021.

  • OneDigital Investment Advisors reported no remaining Fidelity Limited Term Bond ETF position as of Q2 2021 after selling out during the quarter.
  • OneDigital Investment Advisors sold 46,446 Fidelity Limited Term Bond ETF shares in Q2 2021, an estimated $2.43M.
  • OneDigital Investment Advisors first reported a position in Fidelity Limited Term Bond ETF in Q2 2020 and held it in 4 quarters.
  • OneDigital Investment Advisors's Fidelity Limited Term Bond ETF position peaked at $2.56M in Q4 2020.
  • 53 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2021.

Based on OneDigital Investment Advisors's 13F filing for Q2 2021, filed 9 Aug 2021.