AIM
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Advantage Investment Management’s Fidelity Total Bond ETF FBND Stock Holding History

Advantage Investment 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
2019
Q1 		– Sell
-354
Closed -$17K – 947
2018
Q4 		$17K Buy
+354
New +$17.1K 0.01% 541

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
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
EWF
Epstein & White Financial San Diego, California $379M AUM 31.08% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Advantage Investment Management's FBND Position: Q1 2019 in Review

Advantage Investment Management sold out of Fidelity Total Bond ETF (FBND) in Q1 2019, closing a stake of 354 shares — an estimated $17K sold.

Advantage Investment Management first reported a position in FBND in Q4 2018 and held it in 1 quarter. The position peaked at $17K in Q4 2018. 66 funds tracked by Wall St. Rank hold FBND as of Q1 2019.

  • Advantage Investment Management reported no remaining Fidelity Total Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Advantage Investment Management sold 354 Fidelity Total Bond ETF shares in Q1 2019, an estimated $17K.
  • Advantage Investment Management first reported a position in Fidelity Total Bond ETF in Q4 2018 and held it in 1 quarter.
  • Advantage Investment Management's Fidelity Total Bond ETF position peaked at $17K in Q4 2018.
  • 66 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2019.

Based on Advantage Investment Management's 13F filing for Q1 2019, filed 15 May 2019.