Holos Integrated Wealth LLC Makes New Investment in Fidelity Limited Term Bond ETF $FLTB

Holos Integrated Wealth LLC acquired a new stake in Fidelity Limited Term Bond ETF (NYSEARCA:FLTB) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 163,057 shares of the company’s stock, valued at approximately $8,270,000. Fidelity Limited Term Bond ETF makes up 4.6% of Holos Integrated Wealth LLC’s portfolio, making the stock its 5th largest position.

A number of other hedge funds have also recently made changes to their positions in FLTB. MMA Asset Management LLC bought a new stake in Fidelity Limited Term Bond ETF during the 3rd quarter valued at approximately $53,000. Clearstead Trust LLC purchased a new position in Fidelity Limited Term Bond ETF in the 3rd quarter worth approximately $236,000. Citadel Advisors LLC bought a new position in Fidelity Limited Term Bond ETF in the 3rd quarter worth approximately $246,000. BG Investment Services Inc. bought a new position in Fidelity Limited Term Bond ETF in the 3rd quarter worth approximately $285,000. Finally, Jones Financial Companies Lllp grew its holdings in Fidelity Limited Term Bond ETF by 1,269.0% during the 1st quarter. Jones Financial Companies Lllp now owns 6,270 shares of the company’s stock valued at $314,000 after buying an additional 5,812 shares in the last quarter. Institutional investors own 2.01% of the company’s stock.

Fidelity Limited Term Bond ETF Price Performance

Fidelity Limited Term Bond ETF stock opened at $50.38 on Friday. The stock has a market cap of $357.70 million, a P/E ratio of 31.89 and a beta of 0.10. Fidelity Limited Term Bond ETF has a 1 year low of $49.41 and a 1 year high of $51.15. The firm’s 50 day moving average price is $50.74 and its 200-day moving average price is $50.76.

Fidelity Limited Term Bond ETF Cuts Dividend

The business also recently declared a monthly dividend, which was paid on Monday, March 2nd. Shareholders of record on Thursday, February 26th were issued a $0.165 dividend. This represents a c) dividend on an annualized basis and a yield of 3.9%. The ex-dividend date was Thursday, February 26th. Fidelity Limited Term Bond ETF’s payout ratio is currently 138.61%.

Fidelity Limited Term Bond ETF Profile

The Fidelity Limited Term Bond ETF (FLTB) is an exchange-traded fund that is based on the Fidelity Limited Term Composite index. The fund is an actively managed, broad-based bond fund with a primary focus on investment-grade credits and a targeted average maturity between two and five years. FLTB was launched on Oct 6, 2014 and is managed by Fidelity.