Question 1

How many shares of FLTB does ASSETMARK, INC own?

Accepted Answer

As of 2026-Q2, ASSETMARK, INC holds 892 shares of FLTB (FIDELITY LIMITED TERM BOND ETF).

Question 2

What is ASSETMARK, INC's FLTB position worth?

Accepted Answer

As of 2026-Q2, ASSETMARK, INC's FLTB position is worth $44,716.

Question 3

Is ASSETMARK, INC buying or selling FLTB?

Accepted Answer

In 2026-Q2, ASSETMARK, INC decreased their FLTB position (-98.3% change in shares).

Question 4

When did ASSETMARK, INC first buy FLTB?

Accepted Answer

Based on available 13F filings, ASSETMARK, INC first reported a position in FLTB in 2025-Q1. They have held the position across 26 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	892	-98.3%	$44,716	0.0%	$49.93	0
2026-Q1	Decreased	52,625	-1.5%	$2.6M	0.0%	$49.52	0
2025-Q4	Decreased	53,429	-7.3%	$2.7M	0.0%	$49.38	0
2025-Q3	Decreased	57,664	-3.1%	$2.9M	0.0%	$48.85	0
2025-Q2	Decreased	59,524	-6.9%	$3M	0.0%	$48.07	0
2025-Q1	New	63,911	-	$3.2M	0.0%	$47.24	37

FLTBShowing 6 of 26 quarters

FLTB
Showing 6 of 26 quarters