Wealth Management Resources’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Wealth Management Resources’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
2024 Q2	–	Sell	-5,933	Closed	-$291K	–	37
2024 Q1	$291K	Sell	5,933 -610	-9%	-$29.9K	0.13%	36
2023 Q4	$322K	Sell	6,543 -11,506	-64%	-$555K	0.15%	34
2023 Q3	$863K	Sell	18,049 -1,435	-7%	-$69K	0.42%	26
2023 Q2	$935K	Buy	19,484 +865	+5%	+$41.9K	0.54%	23
2023 Q1	$902K	Sell	18,619 -55	-0.3%	-$2.66K	0.56%	22
2022 Q4	$896K	Buy	18,674 +180	+1%	+$8.6K	0.58%	21
2022 Q3	$880K	Sell	18,494 -91	-0.5%	-$4.43K	0.59%	22
2022 Q2	$9.05M	Sell	18,585 -11,051	-37%	-$542K	5.57%	6
2022 Q1	$1.48M	Sell	29,636 -9,485	-24%	-$481K	1.02%	18
2021 Q4	$2.03M	Buy	+39,121	New	+$2.03M	1.3%	18

Other funds holding FLTB

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Wealth Management Resources's FLTB Position: Q2 2024 in Review

Wealth Management Resources sold out of Fidelity Limited Term Bond ETF (FLTB) in Q2 2024, closing a stake of 5,933 shares — an estimated $291K sold.

Wealth Management Resources first reported a position in FLTB in Q4 2021 and held it in 10 quarters. The position peaked at $9.05M in Q2 2022. 59 funds tracked by Wall St. Rank hold FLTB as of Q2 2024.

Wealth Management Resources reported no remaining Fidelity Limited Term Bond ETF position as of Q2 2024 after selling out during the quarter.
Wealth Management Resources sold 5,933 Fidelity Limited Term Bond ETF shares in Q2 2024, an estimated $291K.
Wealth Management Resources first reported a position in Fidelity Limited Term Bond ETF in Q4 2021 and held it in 10 quarters.
Wealth Management Resources's Fidelity Limited Term Bond ETF position peaked at $9.05M in Q2 2022.
59 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2024.

Based on Wealth Management Resources's 13F filing for Q2 2024, filed 17 Jul 2024.