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

Waverly 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
2026 Q2	$1.49M	Buy	+29,800	New	+$1.5M	0.01%	780

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

Waverly Advisors's FLTB Position: Q2 2026 in Review

Waverly Advisors opened a new position in Fidelity Limited Term Bond ETF (FLTB) in Q2 2026: 29,800 shares worth $1.49M. The stake represents 0.01% of the portfolio and ranks #780 among its holdings.

87 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Waverly Advisors held 29,800 shares of Fidelity Limited Term Bond ETF worth $1.49M as of Q2 2026.
Fidelity Limited Term Bond ETF was a new Waverly Advisors position in Q2 2026.
Fidelity Limited Term Bond ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #780 holding.
87 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.