AW
FBND icon

ACG Wealth’s Fidelity Total Bond ETF FBND Stock Holding History

ACG Wealth’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
2020
Q2 		– Sell
-3,894
Closed -$202K – 283
2020
Q1 		$202K Buy
+3,894
New +$202K 0.04% 269
2015
Q3 		– Sell
-5,211
Closed -$259K – 218
2015
Q2 		$259K Buy
+5,211
New +$263K 0.06% 180

Other funds holding FBND

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

ACG Wealth's FBND Position: Q2 2020 in Review

ACG Wealth sold out of Fidelity Total Bond ETF (FBND) in Q2 2020, closing a stake of 3,894 shares — an estimated $202K sold.

ACG Wealth first reported a position in FBND in Q2 2015 and held it in 2 quarters. The position peaked at $259K in Q2 2015. 121 funds tracked by Wall St. Rank hold FBND as of Q2 2020.

  • ACG Wealth reported no remaining Fidelity Total Bond ETF position as of Q2 2020 after selling out during the quarter.
  • ACG Wealth sold 3,894 Fidelity Total Bond ETF shares in Q2 2020, an estimated $202K.
  • ACG Wealth first reported a position in Fidelity Total Bond ETF in Q2 2015 and held it in 2 quarters.
  • ACG Wealth's Fidelity Total Bond ETF position peaked at $259K in Q2 2015.
  • 121 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2020.

Based on ACG Wealth's 13F filing for Q2 2020, filed 7 Oct 2020.