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Aveo Capital Partners’s Fidelity Total Bond ETF FBND Stock Holding History

Aveo Capital Partners’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 		– Sell
-5,938
Closed -$273K – 343
2023
Q1 		$273K Sell
5,938
-67,635
-92% -$3.1M 0.04% 276
2022
Q4 		$3.31M Buy
+73,573
New +$3.3M 0.5% 49

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RA
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Osaic Holdings
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UBS Group
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KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Aveo Capital Partners's FBND Position: Q2 2023 in Review

Aveo Capital Partners sold out of Fidelity Total Bond ETF (FBND) in Q2 2023, closing a stake of 5,938 shares — an estimated $273K sold.

Aveo Capital Partners first reported a position in FBND in Q4 2022 and held it in 2 quarters. The position peaked at $3.31M in Q4 2022. 322 funds tracked by Wall St. Rank hold FBND as of Q2 2023.

  • Aveo Capital Partners reported no remaining Fidelity Total Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Aveo Capital Partners sold 5,938 Fidelity Total Bond ETF shares in Q2 2023, an estimated $273K.
  • Aveo Capital Partners first reported a position in Fidelity Total Bond ETF in Q4 2022 and held it in 2 quarters.
  • Aveo Capital Partners's Fidelity Total Bond ETF position peaked at $3.31M in Q4 2022.
  • 322 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2023.

Based on Aveo Capital Partners's 13F filing for Q2 2023, filed 8 Aug 2023.