Affinia Financial Group’s Fidelity Total Bond ETF FBND Stock Holding History

Affinia Financial 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
2023 Q2	$450K	Buy	+10,030	New	+$459K	0.31%	19

Other funds holding FBND

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KIG

Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Affinia Financial Group's FBND Position: Q2 2023 in Review

Affinia Financial Group opened a new position in Fidelity Total Bond ETF (FBND) in Q2 2023: 10,030 shares worth $450K. The stake represents 0.31% of the portfolio and ranks #19 among its holdings.

322 funds tracked by Wall St. Rank hold FBND as of Q2 2023.

Affinia Financial Group held 10,030 shares of Fidelity Total Bond ETF worth $450K as of Q2 2023.
Fidelity Total Bond ETF was a new Affinia Financial Group position in Q2 2023.
Fidelity Total Bond ETF made up 0.31% of Affinia Financial Group's portfolio in Q2 2023, its #19 holding.
322 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2023.

Based on Affinia Financial Group's 13F filing for Q2 2023, filed 8 Aug 2023.