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Centerpoint Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Centerpoint Advisors’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
2024
Q3 		– Sell
-816
Closed -$37K – 474
2024
Q2 		$37K Hold
816
– – 0.01% 203
2024
Q1 		$37K Buy
+816
New +$37K 0.01% 191

Other funds holding FBND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Centerpoint Advisors's FBND Position: Q3 2024 in Review

Centerpoint Advisors sold out of Fidelity Total Bond ETF (FBND) in Q3 2024, closing a stake of 816 shares — an estimated $37K sold.

Centerpoint Advisors first reported a position in FBND in Q1 2024 and held it in 2 quarters. The position peaked at $37K in Q2 2024. 525 funds tracked by Wall St. Rank hold FBND as of Q3 2024.

  • Centerpoint Advisors reported no remaining Fidelity Total Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Centerpoint Advisors sold 816 Fidelity Total Bond ETF shares in Q3 2024, an estimated $37K.
  • Centerpoint Advisors first reported a position in Fidelity Total Bond ETF in Q1 2024 and held it in 2 quarters.
  • Centerpoint Advisors's Fidelity Total Bond ETF position peaked at $37K in Q2 2024.
  • 525 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2024.

Based on Centerpoint Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.