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

Westview Investment 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
Q1 		– Sell
-7,879
Closed -$399K – 77
2025
Q4 		$399K Buy
+7,879
New +$400K 0.19% 63

Other funds holding FLTB

Bank of America
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

Westview Investment Advisors's FLTB Position: Q1 2026 in Review

Westview Investment Advisors sold out of Fidelity Limited Term Bond ETF (FLTB) in Q1 2026, closing a stake of 7,879 shares — an estimated $399K sold.

Westview Investment Advisors first reported a position in FLTB in Q4 2025 and held it in 1 quarter. The position peaked at $399K in Q4 2025. 79 funds tracked by Wall St. Rank hold FLTB as of Q1 2026.

  • Westview Investment Advisors reported no remaining Fidelity Limited Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Westview Investment Advisors sold 7,879 Fidelity Limited Term Bond ETF shares in Q1 2026, an estimated $399K.
  • Westview Investment Advisors first reported a position in Fidelity Limited Term Bond ETF in Q4 2025 and held it in 1 quarter.
  • Westview Investment Advisors's Fidelity Limited Term Bond ETF position peaked at $399K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2026.

Based on Westview Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.