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Principal Securities’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-227
Closed -$11.5K – 2113
2025
Q3 		$11.5K Buy
227
+10
+5% +$506 ﹤0.01% 2659
2025
Q2 		$10.9K Hold
217
– – ﹤0.01% 2586
2025
Q1 		$10.8K Hold
217
– – ﹤0.01% 2489
2024
Q4 		$10.8K Hold
217
– – ﹤0.01% 2485
2024
Q3 		$10.9K Hold
217
– – ﹤0.01% 2407
2024
Q2 		$10.6K Sell
217
-178
-45% -$8.71K ﹤0.01% 2357
2024
Q1 		$19.4K Hold
395
– – ﹤0.01% 2020
2023
Q4 		$19.4K Buy
+395
New +$19.1K ﹤0.01% 1932

Other funds holding FLTB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $198M AUM 16.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return