United Capital Financial Advisors’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

United Capital Financial 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
2022 Q4	–	Sell	-4,383	Closed	-$209K	–	1066
2022 Q3	$209K	Buy	+4,383	New	+$213K	﹤0.01%	1013
2022 Q1	–	Sell	-3,980	Closed	-$206K	–	1182
2021 Q4	$206K	Hold	3,980	–	–	﹤0.01%	1151
2021 Q3	$208K	Hold	3,980	–	–	﹤0.01%	1132
2021 Q2	$208K	Hold	3,980	–	–	﹤0.01%	1151
2021 Q1	$208K	Hold	3,980	–	–	﹤0.01%	1109
2020 Q4	$210K	Hold	3,980	–	–	﹤0.01%	1113
2020 Q3	$209K	Hold	3,980	–	–	﹤0.01%	1066
2020 Q2	$208K	Buy	+3,980	New	+$205K	﹤0.01%	1096
2020 Q1	–	Sell	-3,980	Closed	-$203K	–	1252
2019 Q4	$203K	Hold	3,980	–	–	﹤0.01%	1277
2019 Q3	$203K	Buy	+3,980	New	+$203K	﹤0.01%	1196

Other funds holding FLTB

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

NPF

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

United Capital Financial Advisors's FLTB Position: Q4 2022 in Review

United Capital Financial Advisors sold out of Fidelity Limited Term Bond ETF (FLTB) in Q4 2022, closing a stake of 4,383 shares — an estimated $209K sold.

United Capital Financial Advisors first reported a position in FLTB in Q3 2019 and held it in 10 quarters. The position peaked at $210K in Q4 2020. 70 funds tracked by Wall St. Rank hold FLTB as of Q4 2022.

United Capital Financial Advisors reported no remaining Fidelity Limited Term Bond ETF position as of Q4 2022 after selling out during the quarter.
United Capital Financial Advisors sold 4,383 Fidelity Limited Term Bond ETF shares in Q4 2022, an estimated $209K.
United Capital Financial Advisors first reported a position in Fidelity Limited Term Bond ETF in Q3 2019 and held it in 10 quarters.
United Capital Financial Advisors's Fidelity Limited Term Bond ETF position peaked at $210K in Q4 2020.
70 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.