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

Cetera 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 Q1	$16.1M	Buy	355,851 +110,906	+45%	+$5.03M	0.13%	150
2023 Q4	$11.3M	Buy	244,945 +9,382	+4%	+$414K	0.16%	137
2023 Q3	$10.3M	Sell	235,563 -5,946	-2%	-$266K	0.16%	143
2023 Q2	$11M	Buy	241,509 +41,040	+20%	+$1.88M	0.17%	135
2023 Q1	$9.22M	Buy	200,469 +25,783	+15%	+$1.18M	0.15%	140
2022 Q4	$7.86M	Buy	174,686 +43,443	+33%	+$1.95M	0.14%	155
2022 Q3	$5.83M	Buy	131,243 +65,945	+101%	+$3.08M	0.15%	154
2022 Q2	$3.04M	Buy	65,298 +48,622	+292%	+$2.32M	0.07%	290
2022 Q1	$830K	Buy	16,676 +11,083	+198%	+$567K	0.02%	677
2021 Q4	$297K	Buy	+5,593	New	+$297K	0.01%	1125

Other funds holding FBND

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Cetera Advisors's FBND Position: Q1 2024 in Review

Cetera Advisors increased its Fidelity Total Bond ETF (FBND) stake by 45% in Q1 2024, buying an estimated $5.03M and bringing the position to 355,851 shares worth $16.1M. The position accounts for 0.13% of the portfolio, ranked #150.

Cetera Advisors first reported a position in FBND in Q4 2021 and has held it in 10 quarters since. 467 funds tracked by Wall St. Rank hold FBND as of Q1 2024.

Cetera Advisors held 355,851 shares of Fidelity Total Bond ETF worth $16.1M as of Q1 2024.
Cetera Advisors bought 110,906 Fidelity Total Bond ETF shares in Q1 2024, an estimated $5.03M.
Fidelity Total Bond ETF made up 0.13% of Cetera Advisors's portfolio in Q1 2024, its #150 holding.
Cetera Advisors first reported a position in Fidelity Total Bond ETF in Q4 2021 and has held it in 10 quarters since.
467 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.