B. Riley Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

B. Riley 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
2022 Q2	$451	Buy	9,687 +3,682	+61%	+$175K	﹤0.01%	434
2022 Q1	$299K	Buy	6,005 +512	+9%	+$26.2K	0.02%	450
2021 Q4	$291K	Sell	5,493 -267	-5%	-$14.2K	0.02%	482
2021 Q3	$306K	Buy	+5,760	New	+$309K	0.02%	451
2020 Q3	–	Sell	-5,221	Closed	-$282K	–	447
2020 Q2	$282K	Buy	+5,221	New	+$278K	0.03%	313

Other funds holding FBND

CTB

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

SFA

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

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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

B. Riley Wealth Management's FBND Position: Q2 2022 in Review

B. Riley Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 61% in Q2 2022, buying an estimated $175K and bringing the position to 9,687 shares worth $451. The position accounts for ﹤0.01% of the portfolio, ranked #434.

B. Riley Wealth Management first reported a position in FBND in Q2 2020 and has held it in 5 quarters since. The position peaked at $306K in Q3 2021. 221 funds tracked by Wall St. Rank hold FBND as of Q2 2022.

B. Riley Wealth Management held 9,687 shares of Fidelity Total Bond ETF worth $451 as of Q2 2022.
B. Riley Wealth Management bought 3,682 Fidelity Total Bond ETF shares in Q2 2022, an estimated $175K.
Fidelity Total Bond ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #434 holding.
B. Riley Wealth Management first reported a position in Fidelity Total Bond ETF in Q2 2020 and has held it in 5 quarters since.
B. Riley Wealth Management's Fidelity Total Bond ETF position peaked at $306K in Q3 2021.
221 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.