Belvedere Trading
FBND icon

Belvedere Trading’s Fidelity Total Bond ETF FBND Stock Holding History

Belvedere Trading’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
Q4 		– Sell
-6,300
Closed -$274K – 866
2023
Q3 		$274K Hold
6,300
– – ﹤0.01% 176
2023
Q2 		$286K Buy
+6,300
New +$288K ﹤0.01% 242

Other funds holding FBND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Belvedere Trading's FBND Position: Q4 2023 in Review

Belvedere Trading sold out of Fidelity Total Bond ETF (FBND) in Q4 2023, closing a stake of 100 shares — an estimated $4.36K sold.

Belvedere Trading first reported a position in FBND in Q3 2023 and held it in 1 quarter. The position peaked at $4.36K in Q3 2023. 416 funds tracked by Wall St. Rank hold FBND as of Q4 2023.

  • Belvedere Trading reported no remaining Fidelity Total Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Belvedere Trading sold 100 Fidelity Total Bond ETF shares in Q4 2023, an estimated $4.36K.
  • Belvedere Trading first reported a position in Fidelity Total Bond ETF in Q3 2023 and held it in 1 quarter.
  • Belvedere Trading's Fidelity Total Bond ETF position peaked at $4.36K in Q3 2023.
  • 416 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2023.

Based on Belvedere Trading's 13F filing for Q4 2023, filed 13 Feb 2024.