Arete Wealth Advisors
FCBD icon

Arete Wealth Advisors’s Frontier Asset Core Bond ETF FCBD Stock Holding History

Arete Wealth Advisors’s Portfolio FCBD Stock Details FCBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$896K Sell
36,590
-2,679
-7% -$67.3K 0.06% 253
2026
Q2 		$994K Sell
39,269
-2,110
-5% -$53.6K 0.07% 226
2026
Q1 		$1.05M Sell
41,379
-2,329
-5% -$59.6K 0.08% 215
2025
Q4 		$1.11M Sell
43,708
-3,523
-7% -$90.7K 0.08% 228
2025
Q3 		$1.21M Sell
47,231
-4,086
-8% -$105K 0.09% 207
2025
Q2 		$1.31M Sell
51,317
-2,866
-5% -$72.7K 0.09% 218
2025
Q1 		$1.37M Sell
54,183
-4,283
-7% -$108K 0.11% 200
2024
Q4 		$1.46M Buy
+58,466
New +$1.46M 0.11% 196

Other funds holding FCBD

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
Frontier Asset Management
Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM

Arete Wealth Advisors's FCBD Position: Q3 2026 in Review

Arete Wealth Advisors reduced its Frontier Asset Core Bond ETF (FCBD) stake by 6.8% in Q3 2026, selling an estimated $67.3K and leaving 36,590 shares worth $896K. The position accounts for 0.06% of the portfolio, ranked #253.

Arete Wealth Advisors first reported a position in FCBD in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.46M in Q4 2024. 8 funds tracked by Wall St. Rank hold FCBD as of Q3 2026.

  • Arete Wealth Advisors held 36,590 shares of Frontier Asset Core Bond ETF worth $896K as of Q3 2026.
  • Arete Wealth Advisors sold 2,679 Frontier Asset Core Bond ETF shares in Q3 2026, an estimated $67.3K.
  • Frontier Asset Core Bond ETF made up 0.06% of Arete Wealth Advisors's portfolio in Q3 2026, its #253 holding.
  • Arete Wealth Advisors first reported a position in Frontier Asset Core Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Arete Wealth Advisors's Frontier Asset Core Bond ETF position peaked at $1.46M in Q4 2024.
  • 8 funds tracked by Wall St. Rank held Frontier Asset Core Bond ETF as of Q3 2026.

Based on Arete Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.