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 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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $198M AUM 16.62% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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