Soltis Investment Advisors’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Soltis Investment 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 Q2	$614K	Hold	12,256	–	–	0.03%	323
2026 Q1	$616K	Hold	12,256	–	–	0.04%	298
2025 Q4	$621K	Hold	12,256	–	–	0.04%	287
2025 Q3	$621K	Hold	12,256	–	–	0.04%	274
2025 Q2	$618K	Hold	12,256	–	–	0.05%	227
2025 Q1	$614K	Hold	12,256	–	–	0.05%	214
2024 Q4	$608K	Sell	12,256 -1,361	-10%	-$67.9K	0.06%	219
2024 Q3	$686K	Hold	13,617	–	–	0.07%	188
2024 Q2	$668K	Hold	13,617	–	–	0.07%	179
2024 Q1	$668K	Hold	13,617	–	–	0.07%	174
2023 Q4	$670K	Hold	13,617	–	–	0.08%	162
2023 Q3	$651K	Hold	13,617	–	–	0.08%	155
2023 Q2	$654K	Hold	13,617	–	–	0.08%	151
2023 Q1	$660K	Hold	13,617	–	–	0.08%	150
2022 Q4	$653K	Sell	13,617 -7,316	-35%	-$349K	0.09%	145
2022 Q3	$996K	Hold	20,933	–	–	0.15%	126
2022 Q2	$1.02M	Sell	20,933 -766	-4%	-$37.6K	0.15%	125
2022 Q1	$1.08M	Sell	21,699 -5,491	-20%	-$279K	0.15%	125
2021 Q4	$1.41M	Hold	27,190	–	–	0.2%	110
2021 Q3	$1.42M	Hold	27,190	–	–	0.22%	94
2021 Q2	$1.42M	Hold	27,190	–	–	0.23%	88
2021 Q1	$1.42M	Hold	27,190	–	–	0.26%	77
2020 Q4	$1.44M	Hold	27,190	–	–	0.27%	69
2020 Q3	$1.43M	Hold	27,190	–	–	0.34%	59
2020 Q2	$1.42M	Sell	27,190 -18,878	-41%	-$971K	0.37%	47
2020 Q1	$2.29M	Sell	46,068 -8,483	-16%	-$431K	0.71%	34
2019 Q4	$2.78M	Buy	+54,551	New	+$2.78M	0.53%	36

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

Soltis Investment Advisors's FLTB Position: Q2 2026 in Review

Soltis Investment Advisors held its Fidelity Limited Term Bond ETF (FLTB) position steady in Q2 2026 at 12,256 shares worth $614K. The position accounts for 0.03% of the portfolio, ranked #323.

Soltis Investment Advisors first reported a position in FLTB in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.78M in Q4 2019. 86 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Soltis Investment Advisors held 12,256 shares of Fidelity Limited Term Bond ETF worth $614K as of Q2 2026.
Soltis Investment Advisors left its Fidelity Limited Term Bond ETF share count unchanged in Q2 2026.
Fidelity Limited Term Bond ETF made up 0.03% of Soltis Investment Advisors's portfolio in Q2 2026, its #323 holding.
Soltis Investment Advisors first reported a position in Fidelity Limited Term Bond ETF in Q4 2019 and has held it in 27 quarters since.
Soltis Investment Advisors's Fidelity Limited Term Bond ETF position peaked at $2.78M in Q4 2019.
86 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.