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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Stifel Financial's FLTB Position: Q1 2026 in Review

Stifel Financial reduced its Fidelity Limited Term Bond ETF (FLTB) stake by 9.7% in Q1 2026, selling an estimated $24.4K and leaving 4,485 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #3354.

Stifel Financial first reported a position in FLTB in Q3 2022 and has held it in 7 quarters since. The position peaked at $443K in Q3 2025. 79 funds tracked by Wall St. Rank hold FLTB as of Q1 2026.

Stifel Financial held 4,485 shares of Fidelity Limited Term Bond ETF worth $225K as of Q1 2026.
Stifel Financial sold 482 Fidelity Limited Term Bond ETF shares in Q1 2026, an estimated $24.4K.
Fidelity Limited Term Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3354 holding.
Stifel Financial first reported a position in Fidelity Limited Term Bond ETF in Q3 2022 and has held it in 7 quarters since.
Stifel Financial's Fidelity Limited Term Bond ETF position peaked at $443K in Q3 2025.
79 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.