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

Roxbury 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	$106K	Buy	2,119 +23	+1%	+$1.16K	0.08%	139
2026 Q1	$105K	Buy	2,096 +519	+33%	+$26.3K	0.09%	134
2025 Q4	$79.9K	Buy	1,577 +16	+1%	+$812	0.07%	142
2025 Q3	$79.1K	Buy	1,561 +17	+1%	+$860	0.07%	138
2025 Q2	$77.8K	Buy	1,544 +22	+1%	+$1.1K	0.08%	137
2025 Q1	$76.3K	Buy	1,522 +17	+1%	+$849	0.07%	134
2024 Q4	$75.1K	Buy	+1,505	New	+$75.1K	0.07%	129

Other funds holding FLTB

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HPM

Hoxton Planning & Management Shepherdstown, West Virginia $383M AUM 23.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SCA

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Roxbury Financial's FLTB Position: Q2 2026 in Review

Roxbury Financial increased its Fidelity Limited Term Bond ETF (FLTB) stake by 1.1% in Q2 2026, buying an estimated $1.16K and bringing the position to 2,119 shares worth $106K. The position accounts for 0.08% of the portfolio, ranked #139.

Roxbury Financial first reported a position in FLTB in Q4 2024 and has held it in 7 quarters since. 12 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Roxbury Financial held 2,119 shares of Fidelity Limited Term Bond ETF worth $106K as of Q2 2026.
Roxbury Financial bought 23 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $1.16K.
Fidelity Limited Term Bond ETF made up 0.08% of Roxbury Financial's portfolio in Q2 2026, its #139 holding.
Roxbury Financial first reported a position in Fidelity Limited Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
12 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.