Stifel Financial’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Stifel Financial’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	–	Sell	-4,485	Closed	-$225K	–	3737
2026 Q1	$225K	Sell	4,485 -482	-10%	-$24.4K	﹤0.01%	3354
2025 Q4	$252K	Sell	4,967 -3,787	-43%	-$192K	﹤0.01%	3257
2025 Q3	$443K	Buy	+8,754	New	+$443K	﹤0.01%	2884
2023 Q3	–	Sell	-8,000	Closed	-$384K	–	3329
2023 Q2	$384K	Hold	8,000	–	–	﹤0.01%	2682
2023 Q1	$388K	Hold	8,000	–	–	﹤0.01%	2665
2022 Q4	$384K	Hold	8,000	–	–	﹤0.01%	2623
2022 Q3	$381K	Buy	+8,000	New	+$389K	﹤0.01%	2594

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

Stifel Financial's FLTB Position: Q2 2026 in Review

Stifel Financial sold out of Fidelity Limited Term Bond ETF (FLTB) in Q2 2026, closing a stake of 4,485 shares — an estimated $225K sold.

Stifel Financial first reported a position in FLTB in Q3 2022 and held it in 7 quarters. The position peaked at $443K in Q3 2025. 86 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Stifel Financial reported no remaining Fidelity Limited Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Stifel Financial sold 4,485 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $225K.
Stifel Financial first reported a position in Fidelity Limited Term Bond ETF in Q3 2022 and held it in 7 quarters.
Stifel Financial's Fidelity Limited Term Bond ETF position peaked at $443K in Q3 2025.
86 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.