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Fidelity ltd trm bd etf shares owned by Roxbury Financial

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

Historical chart of Roxbury Financial 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 Roxbury Financial 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 Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $79k 1.6k 50.66
2025-06-30 $78k 1.5k 50.39
2025-03-31 $76k 1.5k 50.10
2024-12-31 $75k 1.5k 49.92

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Apple Stock (AAPL)
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Fidelity Msci Consumer Staples Index Etf Etf (FSTA)
Jpmorgan Chase & Co Stock (JPM)
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International Business Machs Stock (IBM)
Walmart Stock (WMT)
Mckesson Corp Stock (MCK)
Fidelity Msci Health Care Index Etf Etf (FHLC)

View all positions for Roxbury Financial

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