CAL
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Capital Advisors Ltd’s Fidelity Total Bond ETF FBND Stock Holding History

Capital Advisors Ltd’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
Q4 		– Sell
-346
Closed -$15K – 1340
2022
Q3 		$15K Buy
+346
New +$16.2K ﹤0.01% 479

Other funds holding FBND

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Advisors Ltd's FBND Position: Q4 2022 in Review

Capital Advisors Ltd sold out of Fidelity Total Bond ETF (FBND) in Q4 2022, closing a stake of 346 shares — an estimated $15K sold.

Capital Advisors Ltd first reported a position in FBND in Q3 2022 and held it in 1 quarter. The position peaked at $15K in Q3 2022. 260 funds tracked by Wall St. Rank hold FBND as of Q4 2022.

  • Capital Advisors Ltd reported no remaining Fidelity Total Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Capital Advisors Ltd sold 346 Fidelity Total Bond ETF shares in Q4 2022, an estimated $15K.
  • Capital Advisors Ltd first reported a position in Fidelity Total Bond ETF in Q3 2022 and held it in 1 quarter.
  • Capital Advisors Ltd's Fidelity Total Bond ETF position peaked at $15K in Q3 2022.
  • 260 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2022.

Based on Capital Advisors Ltd's 13F filing for Q4 2022, filed 7 Feb 2023.