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Braun-Bostich & Associates’s Fidelity Total Bond ETF FBND Stock Holding History

Braun-Bostich & Associates’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
Q1 		– Sell
-475,527
Closed -$24.7M – 95
2021
Q4 		$24.7M Buy
+475,527
New +$25.2M 5.89% 5

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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Braun-Bostich & Associates's FBND Position: Q1 2022 in Review

Braun-Bostich & Associates sold out of Fidelity Total Bond ETF (FBND) in Q1 2022, closing a stake of 475,527 shares — an estimated $24.7M sold.

Braun-Bostich & Associates first reported a position in FBND in Q4 2021 and held it in 1 quarter. The position peaked at $24.7M in Q4 2021. 221 funds tracked by Wall St. Rank hold FBND as of Q1 2022.

  • Braun-Bostich & Associates reported no remaining Fidelity Total Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Braun-Bostich & Associates sold 475,527 Fidelity Total Bond ETF shares in Q1 2022, an estimated $24.7M.
  • Braun-Bostich & Associates first reported a position in Fidelity Total Bond ETF in Q4 2021 and held it in 1 quarter.
  • Braun-Bostich & Associates's Fidelity Total Bond ETF position peaked at $24.7M in Q4 2021.
  • 221 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2022.

Based on Braun-Bostich & Associates's 13F filing for Q1 2022, filed 13 May 2022.