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

SVB Wealth’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
2022 Q1	–	Sell	-18,910	Closed	-$979K	–	808
2021 Q4	$979K	Hold	18,910	–	–	0.02%	311
2021 Q3	$988K	Hold	18,910	–	–	0.01%	395
2021 Q2	$990K	Sell	18,910 -19,060	-50%	-$999K	0.01%	388
2021 Q1	$1.99M	Buy	+37,970	New	+$2M	0.03%	241

Other funds holding FLTB

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

NPF

Norris Perne & French Grand Rapids, Michigan $1.5B AUM 19.93% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

SVB Wealth's FLTB Position: Q1 2022 in Review

SVB Wealth sold out of Fidelity Limited Term Bond ETF (FLTB) in Q1 2022, closing a stake of 18,910 shares — an estimated $979K sold.

SVB Wealth first reported a position in FLTB in Q1 2021 and held it in 4 quarters. The position peaked at $1.99M in Q1 2021. 58 funds tracked by Wall St. Rank hold FLTB as of Q1 2022.

SVB Wealth reported no remaining Fidelity Limited Term Bond ETF position as of Q1 2022 after selling out during the quarter.
SVB Wealth sold 18,910 Fidelity Limited Term Bond ETF shares in Q1 2022, an estimated $979K.
SVB Wealth first reported a position in Fidelity Limited Term Bond ETF in Q1 2021 and held it in 4 quarters.
SVB Wealth's Fidelity Limited Term Bond ETF position peaked at $1.99M in Q1 2021.
58 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2022.

Based on SVB Wealth's 13F filing for Q1 2022, filed 13 May 2022.