Regal Investment Advisors’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Regal Investment 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	$4.73M	Buy	94,389 +6,810	+8%	+$342K	0.25%	105
2026 Q1	$4.4M	Buy	87,579 +3,175	+4%	+$161K	0.25%	106
2025 Q4	$4.28M	Buy	84,404 +3,456	+4%	+$175K	0.26%	99
2025 Q3	$4.1M	Buy	80,948 +2,242	+3%	+$113K	0.27%	100
2025 Q2	$3.97M	Buy	78,706 +1,798	+2%	+$90.1K	0.3%	89
2025 Q1	$3.85M	Sell	76,908 -190	-0.2%	-$9.48K	0.31%	83
2024 Q4	$3.83M	Buy	77,098 +2,056	+3%	+$103K	0.29%	98
2024 Q3	$3.78M	Buy	75,042 +2,346	+3%	+$117K	0.26%	113
2024 Q2	$3.57M	Buy	72,696 +2,199	+3%	+$108K	0.23%	118
2024 Q1	$3.46M	Buy	+70,497	New	+$3.46M	0.24%	122

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

Regal Investment Advisors's FLTB Position: Q2 2026 in Review

Regal Investment Advisors increased its Fidelity Limited Term Bond ETF (FLTB) stake by 7.8% in Q2 2026, buying an estimated $342K and bringing the position to 94,389 shares worth $4.73M. The position accounts for 0.25% of the portfolio, ranked #105.

Regal Investment Advisors first reported a position in FLTB in Q1 2024 and has held it in 10 quarters since. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Regal Investment Advisors held 94,389 shares of Fidelity Limited Term Bond ETF worth $4.73M as of Q2 2026.
Regal Investment Advisors bought 6,810 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $342K.
Fidelity Limited Term Bond ETF made up 0.25% of Regal Investment Advisors's portfolio in Q2 2026, its #105 holding.
Regal Investment Advisors first reported a position in Fidelity Limited Term Bond ETF in Q1 2024 and has held it in 10 quarters since.
87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.