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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 $1.55T AUM 33.47% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Securities's FLTB Position: Q4 2025 in Review

Principal Securities sold out of Fidelity Limited Term Bond ETF (FLTB) in Q4 2025, closing a stake of 227 shares — an estimated $11.5K sold.

Principal Securities first reported a position in FLTB in Q4 2023 and held it in 8 quarters. The position peaked at $19.4K in Q4 2023. 81 funds tracked by Wall St. Rank hold FLTB as of Q4 2025.

  • Principal Securities reported no remaining Fidelity Limited Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 227 Fidelity Limited Term Bond ETF shares in Q4 2025, an estimated $11.5K.
  • Principal Securities first reported a position in Fidelity Limited Term Bond ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Fidelity Limited Term Bond ETF position peaked at $19.4K in Q4 2023.
  • 81 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.