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Cardinal Point Wealth Management Partners’s Fidelity Total Bond ETF FBND Stock Holding History

Cardinal Point Wealth Management Partners’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
Q1 		$1.33M Buy
28,850
+6,130
+27% +$281K 0.4% 23
2022
Q4 		$1.03M Buy
22,720
+12,780
+129% +$573K 0.35% 24
2022
Q3 		$441K Sell
9,940
-4,660
-32% -$218K 0.21% 33
2022
Q2 		$681K Sell
14,600
-4,100
-22% -$195K 0.33% 28
2022
Q1 		$932K Buy
18,700
+2,125
+13% +$109K 0.42% 23
2021
Q4 		$880K Buy
+16,575
New +$879K 0.38% 22

Other funds holding FBND

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Cardinal Point Wealth Management Partners's FBND Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners increased its Fidelity Total Bond ETF (FBND) stake by 27% in Q1 2023, buying an estimated $281K and bringing the position to 28,850 shares worth $1.33M. The position accounts for 0.4% of the portfolio, ranked #23.

Cardinal Point Wealth Management Partners first reported a position in FBND in Q4 2021 and has held it in 6 quarters since. 279 funds tracked by Wall St. Rank hold FBND as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 28,850 shares of Fidelity Total Bond ETF worth $1.33M as of Q1 2023.
  • Cardinal Point Wealth Management Partners bought 6,130 Fidelity Total Bond ETF shares in Q1 2023, an estimated $281K.
  • Fidelity Total Bond ETF made up 0.4% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #23 holding.
  • Cardinal Point Wealth Management Partners first reported a position in Fidelity Total Bond ETF in Q4 2021 and has held it in 6 quarters since.
  • 279 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.