Primoris Wealth Advisors’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Primoris Wealth 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
2026 Q2	$551K	Buy	+11,000	New	+$553K	0.25%	74

Other funds holding FLTB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Primoris Wealth Advisors's FLTB Position: Q2 2026 in Review

Primoris Wealth Advisors opened a new position in Fidelity Limited Term Bond ETF (FLTB) in Q2 2026: 11,000 shares worth $551K. The stake represents 0.25% of the portfolio and ranks #74 among its holdings.

87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Primoris Wealth Advisors held 11,000 shares of Fidelity Limited Term Bond ETF worth $551K as of Q2 2026.
Fidelity Limited Term Bond ETF was a new Primoris Wealth Advisors position in Q2 2026.
Fidelity Limited Term Bond ETF made up 0.25% of Primoris Wealth Advisors's portfolio in Q2 2026, its #74 holding.
87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.