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

Cardinal Point Wealth Management’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
Q3 		$941K Sell
17,691
-2,150
-11% -$115K 0.44% 18
2021
Q2 		$1.06M Buy
19,841
+300
+2% +$15.9K 0.48% 17
2021
Q1 		$1.03M Buy
19,541
+3,600
+23% +$192K 0.52% 15
2020
Q4 		$866K Buy
+15,941
New +$870K 0.44% 16

Other funds holding FBND

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cardinal Point Wealth Management's FBND Position: Q3 2021 in Review

Cardinal Point Wealth Management reduced its Fidelity Total Bond ETF (FBND) stake by 11% in Q3 2021, selling an estimated $115K and leaving 17,691 shares worth $941K. The position accounts for 0.44% of the portfolio, ranked #18.

Cardinal Point Wealth Management first reported a position in FBND in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.06M in Q2 2021. 175 funds tracked by Wall St. Rank hold FBND as of Q3 2021.

  • Cardinal Point Wealth Management held 17,691 shares of Fidelity Total Bond ETF worth $941K as of Q3 2021.
  • Cardinal Point Wealth Management sold 2,150 Fidelity Total Bond ETF shares in Q3 2021, an estimated $115K.
  • Fidelity Total Bond ETF made up 0.44% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #18 holding.
  • Cardinal Point Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2020 and has held it in 4 quarters since.
  • Cardinal Point Wealth Management's Fidelity Total Bond ETF position peaked at $1.06M in Q2 2021.
  • 175 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.