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Sunbelt Securities’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Sunbelt Securities’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 		$48.4K Buy
963
+2
+0.2% +$101 ﹤0.01% 1031
2025
Q4 		$48.7K Sell
961
-43
-4% -$2.18K ﹤0.01% 1004
2025
Q3 		$50.8K Sell
1,004
-105
-9% -$5.31K ﹤0.01% 1001
2025
Q2 		$55K Sell
1,109
-2
-0.2% -$100 ﹤0.01% 914
2025
Q1 		$55.7K Buy
1,111
+2
+0.2% +$100 0.01% 880
2024
Q4 		$55K Sell
1,109
-31
-3% -$1.55K ﹤0.01% 912
2024
Q3 		$57.4K Sell
1,140
-38
-3% -$1.9K 0.01% 906
2024
Q2 		$57.8K Sell
1,178
-162
-12% -$7.93K 0.01% 866
2024
Q1 		$65.7K Buy
1,340
+3
+0.2% +$147 0.01% 817
2023
Q4 		$65.8K Buy
1,337
+3
+0.2% +$145 0.01% 761
2023
Q3 		$63.8K Sell
1,334
-460
-26% -$22.1K 0.01% 755
2023
Q2 		$86.1K Sell
1,794
-28
-2% -$1.36K 0.01% 678
2023
Q1 		$88.1K Buy
+1,822
New +$88K 0.01% 610
2020
Q1 		– Sell
-7,696
Closed -$392K – 477
2019
Q4 		$392K Buy
+7,696
New +$393K 0.04% 376

Other funds holding FLTB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

Sunbelt Securities's FLTB Position: Q1 2026 in Review

Sunbelt Securities increased its Fidelity Limited Term Bond ETF (FLTB) stake by 0.21% in Q1 2026, buying an estimated $101 and bringing the position to 963 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Sunbelt Securities first reported a position in FLTB in Q4 2019 and has held it in 14 quarters since. The position peaked at $392K in Q4 2019. 79 funds tracked by Wall St. Rank hold FLTB as of Q1 2026.

  • Sunbelt Securities held 963 shares of Fidelity Limited Term Bond ETF worth $48.4K as of Q1 2026.
  • Sunbelt Securities bought 2 Fidelity Limited Term Bond ETF shares in Q1 2026, an estimated $101.
  • Fidelity Limited Term Bond ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1031 holding.
  • Sunbelt Securities first reported a position in Fidelity Limited Term Bond ETF in Q4 2019 and has held it in 14 quarters since.
  • Sunbelt Securities's Fidelity Limited Term Bond ETF position peaked at $392K in Q4 2019.
  • 79 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.