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1834 Investment Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

1834 Investment Advisors’s Portfolio FBND Stock Details FBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-368
Closed -$17K – 282
2022
Q2 		$17K Buy
+368
New +$17.5K ﹤0.01% 349

Other funds holding FBND

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $523M AUM 15.95% 1-Year Est. Return

1834 Investment Advisors's FBND Position: Q3 2022 in Review

1834 Investment Advisors sold out of Fidelity Total Bond ETF (FBND) in Q3 2022, closing a stake of 368 shares — an estimated $17K sold.

1834 Investment Advisors first reported a position in FBND in Q2 2022 and held it in 1 quarter. The position peaked at $17K in Q2 2022. 218 funds tracked by Wall St. Rank hold FBND as of Q3 2022.

  • 1834 Investment Advisors reported no remaining Fidelity Total Bond ETF position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 368 Fidelity Total Bond ETF shares in Q3 2022, an estimated $17K.
  • 1834 Investment Advisors first reported a position in Fidelity Total Bond ETF in Q2 2022 and held it in 1 quarter.
  • 1834 Investment Advisors's Fidelity Total Bond ETF position peaked at $17K in Q2 2022.
  • 218 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.