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

United Advisor 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 Q2	$465K	Buy	9,237 +308	+3%	+$15.5K	0.05%	333
2026 Q1	$451K	Buy	8,929 +459	+5%	+$23.3K	0.06%	314
2025 Q4	$431K	Sell	8,470 -1,412	-14%	-$71.7K	0.05%	307
2025 Q3	$501K	Buy	9,882 +2,389	+32%	+$121K	0.07%	266
2025 Q2	$379K	Buy	7,493 +613	+9%	+$30.7K	0.07%	274
2025 Q1	$346K	Buy	6,880 +173	+3%	+$8.64K	0.07%	256
2024 Q4	$333K	Buy	+6,707	New	+$335K	0.07%	276

Other funds holding FLTB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

United Advisor Group's FLTB Position: Q2 2026 in Review

United Advisor Group increased its Fidelity Limited Term Bond ETF (FLTB) stake by 3.4% in Q2 2026, buying an estimated $15.5K and bringing the position to 9,237 shares worth $465K. The position accounts for 0.05% of the portfolio, ranked #333.

United Advisor Group first reported a position in FLTB in Q4 2024 and has held it in 7 quarters since. The position peaked at $501K in Q3 2025. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

United Advisor Group held 9,237 shares of Fidelity Limited Term Bond ETF worth $465K as of Q2 2026.
United Advisor Group bought 308 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $15.5K.
Fidelity Limited Term Bond ETF made up 0.05% of United Advisor Group's portfolio in Q2 2026, its #333 holding.
United Advisor Group first reported a position in Fidelity Limited Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
United Advisor Group's Fidelity Limited Term Bond ETF position peaked at $501K in Q3 2025.
87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.