BFEC
FBND icon

Benjamin F. Edwards & Company’s Fidelity Total Bond ETF FBND Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$118K Hold
2,623
– – ﹤0.01% 1063
2024
Q1 		$119K Sell
2,623
-51
-2% -$2.31K ﹤0.01% 1053
2023
Q4 		$123K Buy
+2,674
New +$118K ﹤0.01% 1012

Other funds holding FBND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Benjamin F. Edwards & Company's FBND Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Fidelity Total Bond ETF (FBND) position steady in Q2 2024 at 2,623 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Benjamin F. Edwards & Company first reported a position in FBND in Q4 2023 and has held it in 3 quarters since. The position peaked at $123K in Q4 2023. 478 funds tracked by Wall St. Rank hold FBND as of Q2 2024.

  • Benjamin F. Edwards & Company held 2,623 shares of Fidelity Total Bond ETF worth $118K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Fidelity Total Bond ETF share count unchanged in Q2 2024.
  • Fidelity Total Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1063 holding.
  • Benjamin F. Edwards & Company first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • Benjamin F. Edwards & Company's Fidelity Total Bond ETF position peaked at $123K in Q4 2023.
  • 478 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.