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CFO4Life’s Fidelity Total Bond ETF FBND Stock Holding History

CFO4Life’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 		$1.22M Buy
+27,183
New +$1.22M 0.26% 56

Other funds holding FBND

AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 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 $85.1B AUM 27.35% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 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 $72.7B AUM 26.4% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CFO4Life's FBND Position: Q4 2022 in Review

CFO4Life opened a new position in Fidelity Total Bond ETF (FBND) in Q4 2022: 27,183 shares worth $1.22M. The stake represents 0.26% of the portfolio and ranks #56 among its holdings.

261 funds tracked by Wall St. Rank hold FBND as of Q4 2022.

  • CFO4Life held 27,183 shares of Fidelity Total Bond ETF worth $1.22M as of Q4 2022.
  • Fidelity Total Bond ETF was a new CFO4Life position in Q4 2022.
  • Fidelity Total Bond ETF made up 0.26% of CFO4Life's portfolio in Q4 2022, its #56 holding.
  • 261 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.