Raymond James Financial
FLTB icon

Raymond James Financial’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Raymond James Financial’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 		$5.74M Buy
114,487
+100,716
+731% +$5.06M ﹤0.01% 2624
2026
Q1 		$692K Buy
13,771
+1,206
+10% +$61.1K ﹤0.01% 4118
2025
Q4 		$637K Buy
12,565
+1,503
+14% +$76.3K ﹤0.01% 4095
2025
Q3 		$560K Buy
11,062
+1,157
+12% +$58.5K ﹤0.01% 4049
2025
Q2 		$499K Buy
9,905
+438
+5% +$21.9K ﹤0.01% 4005
2025
Q1 		$474K Buy
9,467
+5,051
+114% +$252K ﹤0.01% 3962
2024
Q4 		$219K Buy
+4,416
New +$220K ﹤0.01% 4359

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 22.9% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial's FLTB Position: Q2 2026 in Review

Raymond James Financial increased its Fidelity Limited Term Bond ETF (FLTB) stake by 731% in Q2 2026, buying an estimated $5.06M and bringing the position to 114,487 shares worth $5.74M. The position accounts for ﹤0.01% of the portfolio, ranked #2624.

Raymond James Financial first reported a position in FLTB in Q4 2024 and has held it in 7 quarters since. 86 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

  • Raymond James Financial held 114,487 shares of Fidelity Limited Term Bond ETF worth $5.74M as of Q2 2026.
  • Raymond James Financial bought 100,716 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $5.06M.
  • Fidelity Limited Term Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2624 holding.
  • Raymond James Financial first reported a position in Fidelity Limited Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 86 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.