Destination Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Destination Wealth Management’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
2018 Q2	–	Sell	-20,793	Closed	-$1.02M	–	552
2018 Q1	$1.02M	Hold	20,793	–	–	0.06%	95
2017 Q4	$1.04M	Hold	20,793	–	–	0.06%	95
2017 Q3	$1.05M	Hold	20,793	–	–	0.07%	92
2017 Q2	$1.04M	Hold	20,793	–	–	0.07%	94
2017 Q1	$1.04M	Hold	20,793	–	–	0.07%	89
2016 Q4	$1.03M	Hold	20,793	–	–	0.08%	87
2016 Q3	$1.06M	Hold	20,793	–	–	0.08%	83
2016 Q2	$1.05M	Hold	20,793	–	–	0.09%	80
2016 Q1	$998K	Hold	20,793	–	–	0.1%	80
2015 Q4	$998K	Buy	+20,793	New	+$1.01M	0.1%	80

Other funds holding FBND

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

EWF

Epstein & White Financial San Diego, California $379M AUM 31.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SXL

Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Destination Wealth Management's FBND Position: Q2 2018 in Review

Destination Wealth Management sold out of Fidelity Total Bond ETF (FBND) in Q2 2018, closing a stake of 20,793 shares — an estimated $1.02M sold.

Destination Wealth Management first reported a position in FBND in Q4 2015 and held it in 10 quarters. The position peaked at $1.06M in Q3 2016. 56 funds tracked by Wall St. Rank hold FBND as of Q2 2018.

Destination Wealth Management reported no remaining Fidelity Total Bond ETF position as of Q2 2018 after selling out during the quarter.
Destination Wealth Management sold 20,793 Fidelity Total Bond ETF shares in Q2 2018, an estimated $1.02M.
Destination Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2015 and held it in 10 quarters.
Destination Wealth Management's Fidelity Total Bond ETF position peaked at $1.06M in Q3 2016.
56 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2018.

Based on Destination Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.