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

Rossby 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 		– Sell
-115
Closed -$5.77K – 2219
2026
Q1 		$5.77K Buy
+115
New +$5.83K ﹤0.01% 1449

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 22.96% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Rossby Financial's FLTB Position: Q2 2026 in Review

Rossby Financial sold out of Fidelity Limited Term Bond ETF (FLTB) in Q2 2026, closing a stake of 115 shares — an estimated $5.77K sold.

Rossby Financial first reported a position in FLTB in Q1 2026 and held it in 1 quarter. The position peaked at $5.77K in Q1 2026. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

  • Rossby Financial reported no remaining Fidelity Limited Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Rossby Financial sold 115 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $5.77K.
  • Rossby Financial first reported a position in Fidelity Limited Term Bond ETF in Q1 2026 and held it in 1 quarter.
  • Rossby Financial's Fidelity Limited Term Bond ETF position peaked at $5.77K in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.