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

Spire 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
2026 Q2	$47.3K	Buy	943 +646	+218%	+$32.5K	﹤0.01%	1191
2026 Q1	$14.9K	Sell	297 -397	-57%	-$20.1K	﹤0.01%	1508
2025 Q4	$35.2K	Buy	+694	New	+$35.2K	﹤0.01%	1285
2025 Q1	–	Sell	-36	Closed	-$1.79K	–	2513
2024 Q4	$1.79K	Sell	36 -715	-95%	-$35.7K	﹤0.01%	2276
2024 Q3	$37.8K	Buy	751 +8	+1%	+$399	﹤0.01%	1219
2024 Q2	$36.5K	Buy	743 +8	+1%	+$392	﹤0.01%	1230
2024 Q1	$36.1K	Buy	735 +4	+0.5%	+$196	﹤0.01%	1322
2023 Q4	$35.9K	Buy	731 +9	+1%	+$434	﹤0.01%	1315
2023 Q3	$34.5K	Buy	722 +5	+0.7%	+$240	﹤0.01%	1303
2023 Q2	$34.4K	Buy	717 +6	+0.8%	+$291	﹤0.01%	1363
2023 Q1	$34.5K	Buy	711 +5	+0.7%	+$241	﹤0.01%	1374
2022 Q4	$34K	Buy	706 +4	+0.6%	+$191	﹤0.01%	1131
2022 Q3	$33K	Buy	702 +2	+0.3%	+$97	﹤0.01%	1107
2022 Q2	$34K	Buy	700 +3	+0.4%	+$147	﹤0.01%	1453
2022 Q1	$35K	Buy	697 +2	+0.3%	+$102	﹤0.01%	1587
2021 Q4	$36K	Buy	695 +1	+0.1%	+$52	﹤0.01%	1873
2021 Q3	$36K	Buy	694 +2	+0.3%	+$105	﹤0.01%	1607
2021 Q2	$36K	Hold	692	–	–	﹤0.01%	1626
2021 Q1	$36K	Buy	+692	New	+$36.4K	﹤0.01%	1884

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

Spire Wealth Management's FLTB Position: Q2 2026 in Review

Spire Wealth Management increased its Fidelity Limited Term Bond ETF (FLTB) stake by 218% in Q2 2026, buying an estimated $32.5K and bringing the position to 943 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

Spire Wealth Management first reported a position in FLTB in Q1 2021 and has held it in 19 quarters since. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Spire Wealth Management held 943 shares of Fidelity Limited Term Bond ETF worth $47.3K as of Q2 2026.
Spire Wealth Management bought 646 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $32.5K.
Fidelity Limited Term Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1191 holding.
Spire Wealth Management first reported a position in Fidelity Limited Term Bond ETF in Q1 2021 and has held it in 19 quarters since.
87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.