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Silverlake Wealth Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Silverlake Wealth Management’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
2025
Q3 		– Sell
-9,640
Closed -$486K – 351
2025
Q2 		$486K Buy
+9,640
New +$483K 0.14% 171

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Envestnet Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIW
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Silverlake Wealth Management's FLTB Position: Q3 2025 in Review

Silverlake Wealth Management sold out of Fidelity Limited Term Bond ETF (FLTB) in Q3 2025, closing a stake of 9,640 shares — an estimated $486K sold.

Silverlake Wealth Management first reported a position in FLTB in Q2 2025 and held it in 1 quarter. The position peaked at $486K in Q2 2025. 72 funds tracked by Wall St. Rank hold FLTB as of Q3 2025.

  • Silverlake Wealth Management reported no remaining Fidelity Limited Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Silverlake Wealth Management sold 9,640 Fidelity Limited Term Bond ETF shares in Q3 2025, an estimated $486K.
  • Silverlake Wealth Management first reported a position in Fidelity Limited Term Bond ETF in Q2 2025 and held it in 1 quarter.
  • Silverlake Wealth Management's Fidelity Limited Term Bond ETF position peaked at $486K in Q2 2025.
  • 72 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q3 2025.

Based on Silverlake Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.