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Opus Financial Solutions’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Opus Financial Solutions’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
2026
Q2 		$341K Sell
6,807
-1,431
-17% -$72K 0.28% 74
2026
Q1 		$414K Sell
8,238
-27
-0.3% -$1.37K 0.39% 56
2025
Q4 		$419K Buy
+8,265
New +$420K 0.4% 60

Other funds holding FLTB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Opus Financial Solutions's FLTB Position: Q2 2026 in Review

Opus Financial Solutions reduced its Fidelity Limited Term Bond ETF (FLTB) stake by 17% in Q2 2026, selling an estimated $72K and leaving 6,807 shares worth $341K. The position accounts for 0.28% of the portfolio, ranked #74.

Opus Financial Solutions first reported a position in FLTB in Q4 2025 and has held it in 3 quarters since. The position peaked at $419K in Q4 2025. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

  • Opus Financial Solutions held 6,807 shares of Fidelity Limited Term Bond ETF worth $341K as of Q2 2026.
  • Opus Financial Solutions sold 1,431 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $72K.
  • Fidelity Limited Term Bond ETF made up 0.28% of Opus Financial Solutions's portfolio in Q2 2026, its #74 holding.
  • Opus Financial Solutions first reported a position in Fidelity Limited Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Opus Financial Solutions's Fidelity Limited Term Bond ETF position peaked at $419K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Opus Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.