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

Salus Financial 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 Q1	$3.69M	Buy	73,457 +7,355	+11%	+$373K	2.15%	10
2025 Q4	$3.35M	Buy	66,102 +3,001	+5%	+$152K	2.01%	10
2025 Q3	$3.2M	Buy	63,101 +3,043	+5%	+$154K	1.97%	12
2025 Q2	$3.03M	Buy	60,058 +4,375	+8%	+$219K	2.03%	10
2025 Q1	$2.79M	Buy	55,683 +5,464	+11%	+$273K	2.11%	10
2024 Q4	$2.49M	Buy	+50,219	New	+$2.51M	1.95%	12

Other funds holding FLTB

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIW

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Salus Financial Advisors's FLTB Position: Q1 2026 in Review

Salus Financial Advisors increased its Fidelity Limited Term Bond ETF (FLTB) stake by 11% in Q1 2026, buying an estimated $373K and bringing the position to 73,457 shares worth $3.69M. The position accounts for 2.15% of the portfolio, ranked #10.

Salus Financial Advisors first reported a position in FLTB in Q4 2024 and has held it in 6 quarters since. 79 funds tracked by Wall St. Rank hold FLTB as of Q1 2026.

Salus Financial Advisors held 73,457 shares of Fidelity Limited Term Bond ETF worth $3.69M as of Q1 2026.
Salus Financial Advisors bought 7,355 Fidelity Limited Term Bond ETF shares in Q1 2026, an estimated $373K.
Fidelity Limited Term Bond ETF made up 2.15% of Salus Financial Advisors's portfolio in Q1 2026, its #10 holding.
Salus Financial Advisors first reported a position in Fidelity Limited Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
79 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2026.

Based on Salus Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.