Blooom Inc’s Fidelity Total Bond ETF FBND Stock Holding History

Blooom Inc’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
2021 Q2	–	Sell	-3,809	Closed	-$200K	–	52
2021 Q1	$200K	Buy	+3,809	New	+$203K	0.16%	47

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 $85.1B AUM 27.35% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Blooom Inc's FBND Position: Q2 2021 in Review

Blooom Inc sold out of Fidelity Total Bond ETF (FBND) in Q2 2021, closing a stake of 3,809 shares — an estimated $200K sold.

Blooom Inc first reported a position in FBND in Q1 2021 and held it in 1 quarter. The position peaked at $200K in Q1 2021. 174 funds tracked by Wall St. Rank hold FBND as of Q2 2021.

Blooom Inc reported no remaining Fidelity Total Bond ETF position as of Q2 2021 after selling out during the quarter.
Blooom Inc sold 3,809 Fidelity Total Bond ETF shares in Q2 2021, an estimated $200K.
Blooom Inc first reported a position in Fidelity Total Bond ETF in Q1 2021 and held it in 1 quarter.
Blooom Inc's Fidelity Total Bond ETF position peaked at $200K in Q1 2021.
174 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2021.

Based on Blooom Inc's 13F filing for Q2 2021, filed 23 Sep 2021.