Vestmark Advisory Solutions’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Vestmark Advisory Solutions’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	$860K	Sell	17,152 -2,073	-11%	-$104K	0.01%	1007
2026 Q1	$966K	Sell	19,225 -6,690	-26%	-$339K	0.01%	883
2025 Q4	$1.31M	Sell	25,915 -31,672	-55%	-$1.61M	0.02%	717
2025 Q3	$2.92M	Sell	57,587 -58,817	-51%	-$2.97M	0.06%	337
2025 Q2	$5.87M	Buy	116,404 +43,997	+61%	+$2.2M	0.08%	179
2025 Q1	$3.63M	Buy	72,407 +5,809	+9%	+$290K	0.09%	250
2024 Q4	$3.31M	Buy	66,598 +10,106	+18%	+$504K	0.11%	187
2024 Q3	$2.85M	Buy	56,492 +4,186	+8%	+$209K	0.11%	208
2024 Q2	$2.57M	Buy	52,306 +13,200	+34%	+$646K	0.11%	205
2024 Q1	$1.92M	Buy	39,106 +8,451	+28%	+$415K	0.08%	246
2023 Q4	$1.51M	Buy	30,655 +20,796	+211%	+$1M	0.08%	252
2023 Q3	$471K	Sell	9,859 -7,186	-42%	-$345K	0.03%	302
2023 Q2	$818K	Buy	17,045 +6,070	+55%	+$294K	0.03%	497
2023 Q1	$532K	Buy	10,975 +4,371	+66%	+$211K	0.02%	571
2022 Q4	$317K	Buy	+6,604	New	+$315K	0.02%	664

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

Vestmark Advisory Solutions's FLTB Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its Fidelity Limited Term Bond ETF (FLTB) stake by 11% in Q2 2026, selling an estimated $104K and leaving 17,152 shares worth $860K. The position accounts for 0.01% of the portfolio, ranked #1007.

Vestmark Advisory Solutions first reported a position in FLTB in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.87M in Q2 2025. 87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Vestmark Advisory Solutions held 17,152 shares of Fidelity Limited Term Bond ETF worth $860K as of Q2 2026.
Vestmark Advisory Solutions sold 2,073 Fidelity Limited Term Bond ETF shares in Q2 2026, an estimated $104K.
Fidelity Limited Term Bond ETF made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1007 holding.
Vestmark Advisory Solutions first reported a position in Fidelity Limited Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
Vestmark Advisory Solutions's Fidelity Limited Term Bond ETF position peaked at $5.87M in Q2 2025.
87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.