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WealthTrak Capital Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

WealthTrak Capital Management’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
2025
Q3 		– Sell
-2,510
Closed -$127K – 385
2025
Q2 		$127K Hold
2,510
– – 0.11% 81
2025
Q1 		$126K Hold
2,510
– – 0.11% 77
2024
Q4 		$125K Buy
+2,510
New +$125K 0.11% 78

Other funds holding FLTB

UBS Group
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

WealthTrak Capital Management's FLTB Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Fidelity Limited Term Bond ETF (FLTB) in Q3 2025, closing a stake of 2,510 shares — an estimated $127K sold.

WealthTrak Capital Management first reported a position in FLTB in Q4 2024 and held it in 3 quarters. The position peaked at $127K in Q2 2025. 72 funds tracked by Wall St. Rank hold FLTB as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Fidelity Limited Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 2,510 Fidelity Limited Term Bond ETF shares in Q3 2025, an estimated $127K.
  • WealthTrak Capital Management first reported a position in Fidelity Limited Term Bond ETF in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Fidelity Limited Term Bond ETF position peaked at $127K in Q2 2025.
  • 72 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.