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Sugar Maple Asset Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Sugar Maple Asset 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
2024
Q4 		– Sell
-6,992
Closed -$352K – 476
2024
Q3 		$352K Buy
+6,992
New +$349K 0.31% 44

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RIA
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VAS
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Sugar Maple Asset Management's FLTB Position: Q4 2024 in Review

Sugar Maple Asset Management sold out of Fidelity Limited Term Bond ETF (FLTB) in Q4 2024, closing a stake of 6,992 shares — an estimated $352K sold.

Sugar Maple Asset Management first reported a position in FLTB in Q3 2024 and held it in 1 quarter. The position peaked at $352K in Q3 2024. 61 funds tracked by Wall St. Rank hold FLTB as of Q4 2024.

  • Sugar Maple Asset Management reported no remaining Fidelity Limited Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Sugar Maple Asset Management sold 6,992 Fidelity Limited Term Bond ETF shares in Q4 2024, an estimated $352K.
  • Sugar Maple Asset Management first reported a position in Fidelity Limited Term Bond ETF in Q3 2024 and held it in 1 quarter.
  • Sugar Maple Asset Management's Fidelity Limited Term Bond ETF position peaked at $352K in Q3 2024.
  • 61 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q4 2024.

Based on Sugar Maple Asset Management's 13F filing for Q4 2024, filed 16 Jan 2025.