Atlas Private Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Atlas Private Wealth 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
2024 Q1	$3.93M	Buy	86,791 +33,034	+61%	+$1.5M	1.65%	16
2023 Q4	$2.47M	Buy	53,757 +6,471	+14%	+$286K	1.16%	26
2023 Q3	$2.06M	Buy	47,286 +7,986	+20%	+$357K	1.11%	26
2023 Q2	$1.78M	Buy	39,300 +11,794	+43%	+$540K	0.94%	34
2023 Q1	$1.27M	Buy	+27,506	New	+$1.26M	0.76%	43
2021 Q2	–	Sell	-2,621	Closed	-$137K	–	196
2021 Q1	$137K	Hold	2,621	–	–	0.09%	138
2020 Q4	$142K	Hold	2,621	–	–	0.1%	135
2020 Q3	$143K	Hold	2,621	–	–	0.11%	123
2020 Q2	$141K	Hold	2,621	–	–	0.11%	126
2020 Q1	$136K	Hold	2,621	–	–	0.13%	126
2019 Q4	$136K	Buy	+2,621	New	+$135K	0.1%	146

Other funds holding FBND

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CTB

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Atlas Private Wealth Management's FBND Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 61% in Q1 2024, buying an estimated $1.5M and bringing the position to 86,791 shares worth $3.93M. The position accounts for 1.65% of the portfolio, ranked #16.

Atlas Private Wealth Management first reported a position in FBND in Q4 2019 and has held it in 11 quarters since. 467 funds tracked by Wall St. Rank hold FBND as of Q1 2024.

Atlas Private Wealth Management held 86,791 shares of Fidelity Total Bond ETF worth $3.93M as of Q1 2024.
Atlas Private Wealth Management bought 33,034 Fidelity Total Bond ETF shares in Q1 2024, an estimated $1.5M.
Fidelity Total Bond ETF made up 1.65% of Atlas Private Wealth Management's portfolio in Q1 2024, its #16 holding.
Atlas Private Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2019 and has held it in 11 quarters since.
467 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.