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BDO Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

BDO Wealth Advisors’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
2020
Q3 		– Sell
-500
Closed -$27K – 897
2020
Q2 		$27K Hold
500
– – ﹤0.01% 388
2020
Q1 		$26K Buy
+500
New +$25.9K 0.01% 413

Other funds holding FBND

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
NNP
Nachman Norwood & Parrott Greenville, South Carolina $984M AUM 33.8% 1-Year Est. Return

BDO Wealth Advisors's FBND Position: Q3 2020 in Review

BDO Wealth Advisors sold out of Fidelity Total Bond ETF (FBND) in Q3 2020, closing a stake of 500 shares — an estimated $27K sold.

BDO Wealth Advisors first reported a position in FBND in Q1 2020 and held it in 2 quarters. The position peaked at $27K in Q2 2020. 127 funds tracked by Wall St. Rank hold FBND as of Q3 2020.

  • BDO Wealth Advisors reported no remaining Fidelity Total Bond ETF position as of Q3 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 500 Fidelity Total Bond ETF shares in Q3 2020, an estimated $27K.
  • BDO Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q1 2020 and held it in 2 quarters.
  • BDO Wealth Advisors's Fidelity Total Bond ETF position peaked at $27K in Q2 2020.
  • 127 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2020.

Based on BDO Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.