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Fidelity ltd trm bd etf shares owned by Holos Integrated Wealth

Quarter-by-quarter ownership of Fidelity ltd trm bd etf (FLTB) shares owned by Holos Integrated Wealth from 13F filings

Historical chart of Holos Integrated Wealth investment in Fidelity ltd trm bd etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity ltd trm bd etf held by Holos Integrated Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity ltd trm bd etf by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $7.0M 139k 50.44

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
First Trust TCW Unconstrained PLUS Bond Etf (UCON)
Legacy Ed Stock (LGCY)
Vanguard Mid Cap Etf (VO)
First Trust Tactical High Yield Etf (HYLS)
Fidelity Limited Term Bond Etf (FLTB)
Fidelity Total Bond Etf (FBND)
SPDR Russell 1000 Yield Focus Etf (ONEY)
Ishares Russell Top 200 Etf (IWL)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator Defined Wealth Shield Etf (BALT)
Schwab US Dividend Equity Etf (SCHD)

View all positions for Holos Integrated Wealth

Top funds holding Fidelity ltd trm bd etf

UBS Group
Commonwealth Equity Services
Envestnet Asset Management
LPL Financial
Morgan Stanley
Holos Integrated Wealth
Advisor Group Holdings
Global Retirement Partners
Regal Investment Advisors
Cambridge Investment Research Advisors
Salus Financial Advisors
Assetmark
Vestmark Advisory Solutions
Kestra Advisory Services
Beaumont Capital Management

View all funds holding Fidelity ltd trm bd etf