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Concord Wealth Partners’s Fidelity Total Bond ETF FBND Stock Holding History

Concord Wealth 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 		– Sell
-217
Closed -$9.78K – 1075
2022
Q4 		$9.78K Buy
+217
New +$9.73K ﹤0.01% 636
2022
Q3 		– Sell
-214
Closed -$10K – 481
2022
Q2 		$10K Buy
214
+2
+0.9% +$95 ﹤0.01% 686
2022
Q1 		$11K Buy
212
+1
+0.5% +$51 ﹤0.01% 756
2021
Q4 		$11K Buy
+211
New +$11.2K ﹤0.01% 758

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

Concord Wealth Partners's FBND Position: Q1 2023 in Review

Concord Wealth Partners sold out of Fidelity Total Bond ETF (FBND) in Q1 2023, closing a stake of 217 shares — an estimated $9.78K sold.

Concord Wealth Partners first reported a position in FBND in Q4 2021 and held it in 4 quarters. The position peaked at $11K in Q1 2022. 279 funds tracked by Wall St. Rank hold FBND as of Q1 2023.

  • Concord Wealth Partners reported no remaining Fidelity Total Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 217 Fidelity Total Bond ETF shares in Q1 2023, an estimated $9.78K.
  • Concord Wealth Partners first reported a position in Fidelity Total Bond ETF in Q4 2021 and held it in 4 quarters.
  • Concord Wealth Partners's Fidelity Total Bond ETF position peaked at $11K in Q1 2022.
  • 279 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.