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Fidelity ltd trm bd etf shares owned by Lakeridge Wealth Management

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

Historical chart of Lakeridge Wealth Management 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 Lakeridge Wealth Management 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 Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $958k 19k 50.66
2025-09-30 $939k 19k 50.66
2025-06-30 $869k 17k 50.40
2025-03-31 $862k 17k 50.09

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Core 1 5 Yr Usd (ISTB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Short Duration F (DFSD)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
International Business Machines (IBM)
JPMorgan Chase & Co. (JPM)

View all positions for Lakeridge Wealth Management

Top funds holding Fidelity ltd trm bd etf

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

View all funds holding Fidelity ltd trm bd etf