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3EDGE Asset Management’s Fidelity Total Bond ETF FBND Stock Holding History

3EDGE Asset Management’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
2018
Q4 		– Sell
-543,300
Closed -$26.4M – 16
2018
Q3 		$26.4M Buy
543,300
+32,600
+6% +$1.59M 2.86% 11
2018
Q2 		$25M Buy
510,700
+46,500
+10% +$2.27M 1.96% 8
2018
Q1 		$22.8M Buy
464,200
+22,300
+5% +$1.1M 1.77% 13
2017
Q4 		$22.2M Buy
441,900
+41,400
+10% +$2.08M 2.49% 15
2017
Q3 		$20.1M Buy
+400,500
New +$20.2M 3.19% 10

Other funds holding FBND

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
EWF
Epstein & White Financial San Diego, California $379M AUM 31.08% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
WA
WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

3EDGE Asset Management's FBND Position: Q4 2018 in Review

3EDGE Asset Management sold out of Fidelity Total Bond ETF (FBND) in Q4 2018, closing a stake of 543,300 shares — an estimated $26.4M sold.

3EDGE Asset Management first reported a position in FBND in Q3 2017 and held it in 5 quarters. The position peaked at $26.4M in Q3 2018. 63 funds tracked by Wall St. Rank hold FBND as of Q4 2018.

  • 3EDGE Asset Management reported no remaining Fidelity Total Bond ETF position as of Q4 2018 after selling out during the quarter.
  • 3EDGE Asset Management sold 543,300 Fidelity Total Bond ETF shares in Q4 2018, an estimated $26.4M.
  • 3EDGE Asset Management first reported a position in Fidelity Total Bond ETF in Q3 2017 and held it in 5 quarters.
  • 3EDGE Asset Management's Fidelity Total Bond ETF position peaked at $26.4M in Q3 2018.
  • 63 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2018.

Based on 3EDGE Asset Management's 13F filing for Q4 2018, filed 12 Feb 2019.