Simplicity Solutions’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Simplicity Solutions’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
2021 Q1	–	Sell	-5,000	Closed	-$264K	–	651
2020 Q4	$264K	Sell	5,000 -67	-1%	-$3.53K	﹤0.01%	818
2020 Q3	$266K	Buy	+5,067	New	+$266K	﹤0.01%	743
2020 Q2	–	Sell	-27,594	Closed	-$1.38M	–	890
2020 Q1	$1.38M	Buy	+27,594	New	+$1.4M	0.04%	281
2019 Q2	–	Sell	-4,133	Closed	-$207K	–	725
2019 Q1	$207K	Sell	4,133 -22,400	-84%	-$1.11M	0.01%	678
2018 Q4	$1.31M	Buy	+26,533	New	+$1.3M	0.17%	142

Other funds holding FLTB

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

NPF

Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return

MFM

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

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

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

Simplicity Solutions's FLTB Position: Q1 2021 in Review

Simplicity Solutions sold out of Fidelity Limited Term Bond ETF (FLTB) in Q1 2021, closing a stake of 5,000 shares — an estimated $264K sold.

Simplicity Solutions first reported a position in FLTB in Q4 2018 and held it in 5 quarters. The position peaked at $1.38M in Q1 2020. 55 funds tracked by Wall St. Rank hold FLTB as of Q1 2021.

Simplicity Solutions reported no remaining Fidelity Limited Term Bond ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 5,000 Fidelity Limited Term Bond ETF shares in Q1 2021, an estimated $264K.
Simplicity Solutions first reported a position in Fidelity Limited Term Bond ETF in Q4 2018 and held it in 5 quarters.
Simplicity Solutions's Fidelity Limited Term Bond ETF position peaked at $1.38M in Q1 2020.
55 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.