Advisor Group’s Fidelity Total Bond ETF FBND Stock Holding History

Advisor Group’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 Q4	$1.5M	Buy	29,018 +7,231	+33%	+$374K	0.01%	961
2019 Q3	$1.13M	Buy	21,787 +5,599	+35%	+$288K	0.01%	1070
2019 Q2	$828K	Buy	16,188 +1,091	+7%	+$54.9K	0.01%	1253
2019 Q1	$755K	Buy	15,097 +4,220	+39%	+$208K	0.01%	1301
2018 Q4	$528K	Buy	+10,877	New	+$524K	0.01%	1365
2018 Q3	–	Sell	-100	Closed	-$5K	–	5133
2018 Q2	$5K	Buy	+100	New	+$4.88K	﹤0.01%	4375
2017 Q1	–	Sell	-86	Closed	-$4K	–	4715
2016 Q4	$4K	Buy	+86	New	+$4.3K	﹤0.01%	4010

Other funds holding FBND

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Advisor Group's FBND Position: Q4 2019 in Review

Advisor Group increased its Fidelity Total Bond ETF (FBND) stake by 33% in Q4 2019, buying an estimated $374K and bringing the position to 29,018 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #961.

Advisor Group first reported a position in FBND in Q4 2016 and has held it in 7 quarters since. 100 funds tracked by Wall St. Rank hold FBND as of Q4 2019.

Advisor Group held 29,018 shares of Fidelity Total Bond ETF worth $1.5M as of Q4 2019.
Advisor Group bought 7,231 Fidelity Total Bond ETF shares in Q4 2019, an estimated $374K.
Fidelity Total Bond ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #961 holding.
Advisor Group first reported a position in Fidelity Total Bond ETF in Q4 2016 and has held it in 7 quarters since.
100 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.