Core Wealth Advisors (Florida)’s Fidelity Total Bond ETF FBND Stock Holding History

Core Wealth Advisors (Florida)’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 Q3	–	Sell	-49,199	Closed	-$2.29M	–	224
2022 Q2	$2.29M	Buy	+49,199	New	+$2.34M	1.41%	12
2021 Q2	–	Sell	-225	Closed	-$12K	–	190
2021 Q1	$12K	Sell	225 -62,043	-100%	-$3.31M	0.01%	108
2020 Q4	$3.38M	Sell	62,268 -6,541	-10%	-$357K	3.02%	9
2020 Q3	$3.76M	Buy	68,809 +25,810	+60%	+$1.42M	3.52%	10
2020 Q2	$2.32M	Buy	42,999 +40,582	+1,679%	+$2.16M	2.04%	14
2020 Q1	$125K	Sell	2,417 -25	-1%	-$1.29K	0.1%	41
2019 Q4	$126K	Buy	+2,442	New	+$126K	0.07%	38

Other funds holding FBND

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

Core Wealth Advisors (Florida)'s FBND Position: Q3 2022 in Review

Core Wealth Advisors (Florida) sold out of Fidelity Total Bond ETF (FBND) in Q3 2022, closing a stake of 49,199 shares — an estimated $2.29M sold.

Core Wealth Advisors (Florida) first reported a position in FBND in Q4 2019 and held it in 7 quarters. The position peaked at $3.76M in Q3 2020. 218 funds tracked by Wall St. Rank hold FBND as of Q3 2022.

Core Wealth Advisors (Florida) reported no remaining Fidelity Total Bond ETF position as of Q3 2022 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 49,199 Fidelity Total Bond ETF shares in Q3 2022, an estimated $2.29M.
Core Wealth Advisors (Florida) first reported a position in Fidelity Total Bond ETF in Q4 2019 and held it in 7 quarters.
Core Wealth Advisors (Florida)'s Fidelity Total Bond ETF position peaked at $3.76M in Q3 2020.
218 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2022.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q3 2022, filed 10 Nov 2022.