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Root Financial Partners’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Root Financial Partners’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 		– Sell
-1,362
Closed -$68.4K – 1396
2026
Q1 		$68.4K Buy
+1,362
New +$69K ﹤0.01% 726

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Root Financial Partners's FLTB Position: Q2 2026 in Review

Root Financial Partners sold out of Fidelity Limited Term Bond ETF (FLTB) in Q2 2026, closing a stake of 1,362 shares — an estimated $68.4K sold.

Root Financial Partners first reported a position in FLTB in Q1 2026 and held it in 1 quarter. The position peaked at $68.4K in Q1 2026. 30 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

  • Root Financial Partners reported no remaining Fidelity Limited Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,362 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $68.4K.
  • Root Financial Partners first reported a position in Fidelity Limited Term Bond ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Fidelity Limited Term Bond ETF position peaked at $68.4K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.