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

Southern Capital 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	$211K	Sell	4,213 -110	-3%	-$5.53K	0.09%	82
2026 Q1	$217K	Buy	+4,323	New	+$219K	0.1%	80
2025 Q2	–	Sell	-4,523	Closed	-$227K	–	83
2025 Q1	$227K	Buy	4,523 +195	+5%	+$9.73K	0.13%	72
2024 Q4	$215K	Buy	+4,328	New	+$216K	0.12%	69

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

Southern Capital Advisors's FLTB Position: Q2 2026 in Review

Southern Capital Advisors reduced its Fidelity Limited Term Bond ETF (FLTB) stake by 2.5% in Q2 2026, selling an estimated $5.53K and leaving 4,213 shares worth $211K. The position accounts for 0.09% of the portfolio, ranked #82.

Southern Capital Advisors first reported a position in FLTB in Q4 2024 and has held it in 4 quarters since. The position peaked at $227K in Q1 2025. 86 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Southern Capital Advisors held 4,213 shares of Fidelity Limited Term Bond ETF worth $211K as of Q2 2026.
Southern Capital Advisors sold 110 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $5.53K.
Fidelity Limited Term Bond ETF made up 0.09% of Southern Capital Advisors's portfolio in Q2 2026, its #82 holding.
Southern Capital Advisors first reported a position in Fidelity Limited Term Bond ETF in Q4 2024 and has held it in 4 quarters since.
Southern Capital Advisors's Fidelity Limited Term Bond ETF position peaked at $227K in Q1 2025.
86 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.