UBS Group
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UBS Group’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

UBS Group’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 		$22.7M Sell
451,309
-6,977
-2% -$354K ﹤0.01% 2448
2025
Q4 		$23.2M Sell
458,286
-135,029
-23% -$6.85M ﹤0.01% 2445
2025
Q3 		$30.1M Buy
593,315
+459
+0.1% +$23.2K ﹤0.01% 2136
2025
Q2 		$29.9M Buy
592,856
+28,637
+5% +$1.43M 0.01% 1978
2025
Q1 		$28.3M Buy
564,219
+75,129
+15% +$3.75M 0.01% 2011
2024
Q4 		$24.3M Buy
489,090
+307,607
+169% +$15.4M ﹤0.01% 2132
2024
Q3 		$9.14M Buy
181,483
+1,968
+1% +$98.2K ﹤0.01% 2457
2024
Q2 		$8.81M Buy
179,515
+12,168
+7% +$596K ﹤0.01% 2321
2024
Q1 		$8.21M Sell
167,347
-67,697
-29% -$3.32M ﹤0.01% 2456
2023
Q4 		$11.6M Buy
235,044
+33,886
+17% +$1.64M ﹤0.01% 1980
2023
Q3 		$9.61M Sell
201,158
-142,334
-41% -$6.84M ﹤0.01% 2014
2023
Q2 		$16.5M Buy
343,492
+14,580
+4% +$706K 0.01% 1598
2023
Q1 		$15.9M Buy
328,912
+23,067
+8% +$1.11M 0.01% 1559
2022
Q4 		$14.7M Buy
305,845
+105,206
+52% +$5.02M 0.01% 1643
2022
Q3 		$9.55M Buy
200,639
+28,617
+17% +$1.39M ﹤0.01% 1829
2022
Q2 		$8.38M Buy
172,022
+31,997
+23% +$1.57M ﹤0.01% 1946
2022
Q1 		$6.97M Buy
140,025
+18,413
+15% +$935K ﹤0.01% 2235
2021
Q4 		$6.3M Sell
121,612
-13,429
-10% -$697K ﹤0.01% 2577
2021
Q3 		$7.06M Buy
135,041
+7,455
+6% +$391K ﹤0.01% 2324
2021
Q2 		$6.68M Buy
127,586
+5,843
+5% +$306K ﹤0.01% 2395
2021
Q1 		$6.36M Buy
121,743
+103,692
+574% +$5.46M ﹤0.01% 2365
2020
Q4 		$955K Sell
18,051
-1,148
-6% -$60.5K ﹤0.01% 4066
2020
Q3 		$1.01M Buy
19,199
+3,639
+23% +$191K ﹤0.01% 3631
2020
Q2 		$814K Buy
15,560
+14,414
+1,258% +$741K ﹤0.01% 3685
2020
Q1 		$57K Sell
1,146
-10,462
-90% -$532K ﹤0.01% 5720
2019
Q4 		$591K Sell
11,608
-844
-7% -$43K ﹤0.01% 4680
2019
Q3 		$634K Buy
12,452
+800
+7% +$40.7K ﹤0.01% 4356
2019
Q2 		$591K Sell
11,652
-1
-0% -$50 ﹤0.01% 4170
2019
Q1 		$584K Sell
11,653
-32,070
-73% -$1.59M ﹤0.01% 3965
2018
Q4 		$2.16M Buy
43,723
+40,626
+1,312% +$2M ﹤0.01% 2965
2018
Q3 		$153K Buy
3,097
+800
+35% +$39.5K ﹤0.01% 5253
2018
Q2 		$113K Sell
2,297
-38,635
-94% -$1.91M ﹤0.01% 5359
2018
Q1 		$2.03M Buy
+40,932
New +$2.03M ﹤0.01% 3132
2017
Q4 		– Sell
-534
Closed -$27K – 7925
2017
Q3 		$27K Buy
+534
New +$27K ﹤0.01% 6240
2017
Q2 		– Sell
-3,593
Closed -$180K – 7768
2017
Q1 		$180K Buy
+3,593
New +$180K ﹤0.01% 4705
2015
Q1 		– Sell
-1,254
Closed -$63K – 8984
2014
Q4 		$63K Buy
+1,254
New +$62.9K ﹤0.01% 6203

Other funds holding FLTB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $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
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 $570B AUM 27.57% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

UBS Group's FLTB Position: Q1 2026 in Review

UBS Group reduced its Fidelity Limited Term Bond ETF (FLTB) stake by 1.5% in Q1 2026, selling an estimated $354K and leaving 451,309 shares worth $22.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

UBS Group first reported a position in FLTB in Q4 2014 and has held it in 36 quarters since. The position peaked at $30.1M in Q3 2025. 79 funds tracked by Wall St. Rank hold FLTB as of Q1 2026.

  • UBS Group held 451,309 shares of Fidelity Limited Term Bond ETF worth $22.7M as of Q1 2026.
  • UBS Group sold 6,977 Fidelity Limited Term Bond ETF shares in Q1 2026, an estimated $354K.
  • Fidelity Limited Term Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2448 holding.
  • UBS Group first reported a position in Fidelity Limited Term Bond ETF in Q4 2014 and has held it in 36 quarters since.
  • UBS Group's Fidelity Limited Term Bond ETF position peaked at $30.1M in Q3 2025.
  • 79 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.