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

TCI Wealth Advisors’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
2023 Q2	–	Sell	-335	Closed	-$16.2K	–	936
2023 Q1	$16.2K	Hold	335	–	–	﹤0.01%	812
2022 Q4	$16.1K	Hold	335	–	–	﹤0.01%	798
2022 Q3	$16K	Hold	335	–	–	﹤0.01%	763
2022 Q2	$16K	Hold	335	–	–	﹤0.01%	734
2022 Q1	$17K	Hold	335	–	–	﹤0.01%	762
2021 Q4	$17K	Hold	335	–	–	﹤0.01%	784
2021 Q3	$18K	Hold	335	–	–	﹤0.01%	728
2021 Q2	$18K	Hold	335	–	–	﹤0.01%	648
2021 Q1	$18K	Hold	335	–	–	0.01%	604
2020 Q4	$18K	Hold	335	–	–	0.01%	516
2020 Q3	$18K	Hold	335	–	–	0.01%	468
2020 Q2	$18K	Buy	+335	New	+$17.2K	0.01%	464

Other funds holding FLTB

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

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

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

NPF

Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TCI Wealth Advisors's FLTB Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Fidelity Limited Term Bond ETF (FLTB) in Q2 2023, closing a stake of 335 shares — an estimated $16.2K sold.

TCI Wealth Advisors first reported a position in FLTB in Q2 2020 and held it in 12 quarters. The position peaked at $18K in Q3 2021. 57 funds tracked by Wall St. Rank hold FLTB as of Q2 2023.

TCI Wealth Advisors reported no remaining Fidelity Limited Term Bond ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 335 Fidelity Limited Term Bond ETF shares in Q2 2023, an estimated $16.2K.
TCI Wealth Advisors first reported a position in Fidelity Limited Term Bond ETF in Q2 2020 and held it in 12 quarters.
TCI Wealth Advisors's Fidelity Limited Term Bond ETF position peaked at $18K in Q3 2021.
57 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.