Patriot Financial Group Insurance Agency’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-759	Closed	-$37K	–	942
2022 Q2	$37K	Sell	759 -9	-1%	-$442	0.01%	825
2022 Q1	$38K	Hold	768	–	–	0.01%	864
2021 Q4	$40K	Hold	768	–	–	0.01%	958
2021 Q3	$40K	Hold	768	–	–	0.01%	940
2021 Q2	$40K	Buy	768 +26	+4%	+$1.36K	0.01%	911
2021 Q1	$39K	Buy	+742	New	+$39K	0.01%	849

Other funds holding FLTB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

NPF

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

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

RCAG

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

Patriot Financial Group Insurance Agency's FLTB Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Fidelity Limited Term Bond ETF (FLTB) in Q3 2022, closing a stake of 759 shares — an estimated $37K sold.

Patriot Financial Group Insurance Agency first reported a position in FLTB in Q1 2021 and held it in 6 quarters. The position peaked at $40K in Q4 2021. 52 funds tracked by Wall St. Rank hold FLTB as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Fidelity Limited Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 759 Fidelity Limited Term Bond ETF shares in Q3 2022, an estimated $37K.
Patriot Financial Group Insurance Agency first reported a position in Fidelity Limited Term Bond ETF in Q1 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Fidelity Limited Term Bond ETF position peaked at $40K in Q4 2021.
52 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.