AWM
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Accel Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Accel Wealth 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
2021
Q2 		– Sell
-1,850
Closed -$97K – 906
2021
Q1 		$97K Sell
1,850
-225
-11% -$12K 0.08% 220
2020
Q4 		$113K Buy
+2,075
New +$113K 0.11% 189

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Accel Wealth Management's FBND Position: Q2 2021 in Review

Accel Wealth Management sold out of Fidelity Total Bond ETF (FBND) in Q2 2021, closing a stake of 1,850 shares — an estimated $97K sold.

Accel Wealth Management first reported a position in FBND in Q4 2020 and held it in 2 quarters. The position peaked at $113K in Q4 2020. 174 funds tracked by Wall St. Rank hold FBND as of Q2 2021.

  • Accel Wealth Management reported no remaining Fidelity Total Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Accel Wealth Management sold 1,850 Fidelity Total Bond ETF shares in Q2 2021, an estimated $97K.
  • Accel Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2020 and held it in 2 quarters.
  • Accel Wealth Management's Fidelity Total Bond ETF position peaked at $113K in Q4 2020.
  • 174 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2021.

Based on Accel Wealth Management's 13F filing for Q2 2021, filed 3 Aug 2021.