RWA Wealth Partners’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

RWA Wealth 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
2020 Q3	–	Sell	-7,099	Closed	-$371K	–	219
2020 Q2	$371K	Sell	7,099 -2,419	-25%	-$124K	0.05%	159
2020 Q1	$474K	Buy	9,518 +315	+3%	+$16K	0.07%	137
2019 Q4	$468K	Sell	9,203 -4,006	-30%	-$204K	0.05%	168
2019 Q3	$673K	Buy	13,209 +63	+0.5%	+$3.21K	0.07%	142
2019 Q2	$667K	Buy	13,146 +41	+0.3%	+$2.06K	0.07%	147
2019 Q1	$657K	Sell	13,105 -1,388	-10%	-$69K	0.08%	144
2018 Q4	$716K	Buy	14,493 +2,277	+19%	+$112K	0.09%	131
2018 Q3	$602K	Buy	12,216 +5,887	+93%	+$291K	0.07%	135
2018 Q2	$312K	Buy	+6,329	New	+$313K	0.03%	189

Other funds holding FLTB

MFM

Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

RWA Wealth Partners's FLTB Position: Q3 2020 in Review

RWA Wealth Partners sold out of Fidelity Limited Term Bond ETF (FLTB) in Q3 2020, closing a stake of 7,099 shares — an estimated $371K sold.

RWA Wealth Partners first reported a position in FLTB in Q2 2018 and held it in 9 quarters. The position peaked at $716K in Q4 2018. 40 funds tracked by Wall St. Rank hold FLTB as of Q3 2020.

RWA Wealth Partners reported no remaining Fidelity Limited Term Bond ETF position as of Q3 2020 after selling out during the quarter.
RWA Wealth Partners sold 7,099 Fidelity Limited Term Bond ETF shares in Q3 2020, an estimated $371K.
RWA Wealth Partners first reported a position in Fidelity Limited Term Bond ETF in Q2 2018 and held it in 9 quarters.
RWA Wealth Partners's Fidelity Limited Term Bond ETF position peaked at $716K in Q4 2018.
40 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q3 2020.

Based on RWA Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.