Savant Capital’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Savant Capital’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	$3.33M	Buy	66,480 +10,480	+19%	+$527K	0.01%	496
2026 Q1	$2.82M	Buy	56,000 +21,340	+62%	+$1.08M	0.01%	361
2025 Q4	$1.76M	Buy	34,660 +15,752	+83%	+$800K	0.01%	423
2025 Q3	$958K	Buy	18,908 +2,565	+16%	+$130K	0.01%	591
2025 Q2	$824K	Buy	16,343 +2,417	+17%	+$121K	0.01%	586
2025 Q1	$698K	Buy	13,926 +3,804	+38%	+$190K	0.01%	581
2024 Q4	$502K	Buy	10,122 +3,551	+54%	+$177K	﹤0.01%	891
2024 Q3	$331K	Buy	+6,571	New	+$328K	﹤0.01%	1050
2024 Q2	–	Sell	-5,711	Closed	-$280K	–	1294
2024 Q1	$280K	Buy	5,711 +560	+11%	+$27.5K	﹤0.01%	922
2023 Q4	$253K	Buy	5,151 +101	+2%	+$4.87K	﹤0.01%	747
2023 Q3	$241K	Buy	+5,050	New	+$243K	﹤0.01%	715

Other funds holding FLTB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Savant Capital's FLTB Position: Q2 2026 in Review

Savant Capital increased its Fidelity Limited Term Bond ETF (FLTB) stake by 19% in Q2 2026, buying an estimated $527K and bringing the position to 66,480 shares worth $3.33M. The position accounts for 0.01% of the portfolio, ranked #496.

Savant Capital first reported a position in FLTB in Q3 2023 and has held it in 11 quarters since. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Savant Capital held 66,480 shares of Fidelity Limited Term Bond ETF worth $3.33M as of Q2 2026.
Savant Capital bought 10,480 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $527K.
Fidelity Limited Term Bond ETF made up 0.01% of Savant Capital's portfolio in Q2 2026, its #496 holding.
Savant Capital first reported a position in Fidelity Limited Term Bond ETF in Q3 2023 and has held it in 11 quarters since.
87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.