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

Optimum 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
2020 Q4	–	Sell	-300	Closed	-$16K	–	899
2020 Q3	$16K	Hold	300	–	–	0.01%	636
2020 Q2	$16K	Hold	300	–	–	0.01%	636
2020 Q1	$15K	Hold	300	–	–	0.01%	625
2019 Q4	$15K	Hold	300	–	–	﹤0.01%	714
2019 Q3	$15K	Hold	300	–	–	﹤0.01%	719
2019 Q2	$15K	Hold	300	–	–	﹤0.01%	719
2019 Q1	$15K	Hold	300	–	–	﹤0.01%	738
2018 Q4	$15K	Hold	300	–	–	0.01%	695
2018 Q3	$15K	Hold	300	–	–	﹤0.01%	784
2018 Q2	$15K	Hold	300	–	–	﹤0.01%	786
2018 Q1	$15K	Buy	+300	New	+$14.9K	﹤0.01%	756

Other funds holding FLTB

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFM

Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return

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

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

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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

RCAG

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

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

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

Optimum Investment Advisors's FLTB Position: Q4 2020 in Review

Optimum Investment Advisors sold out of Fidelity Limited Term Bond ETF (FLTB) in Q4 2020, closing a stake of 300 shares — an estimated $16K sold.

Optimum Investment Advisors first reported a position in FLTB in Q1 2018 and held it in 11 quarters. The position peaked at $16K in Q3 2020. 45 funds tracked by Wall St. Rank hold FLTB as of Q4 2020.

Optimum Investment Advisors reported no remaining Fidelity Limited Term Bond ETF position as of Q4 2020 after selling out during the quarter.
Optimum Investment Advisors sold 300 Fidelity Limited Term Bond ETF shares in Q4 2020, an estimated $16K.
Optimum Investment Advisors first reported a position in Fidelity Limited Term Bond ETF in Q1 2018 and held it in 11 quarters.
Optimum Investment Advisors's Fidelity Limited Term Bond ETF position peaked at $16K in Q3 2020.
45 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.