Eagle Strategies’s Fidelity Total Bond ETF FBND Stock Holding History

Eagle Strategies’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 Q1	–	Sell	-7,414	Closed	-$393K	–	143
2021 Q4	$393K	Buy	+7,414	New	+$393K	0.15%	98

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Eagle Strategies's FBND Position: Q1 2022 in Review

Eagle Strategies sold out of Fidelity Total Bond ETF (FBND) in Q1 2022, closing a stake of 7,414 shares — an estimated $393K sold.

Eagle Strategies first reported a position in FBND in Q4 2021 and held it in 1 quarter. The position peaked at $393K in Q4 2021. 221 funds tracked by Wall St. Rank hold FBND as of Q1 2022.

Eagle Strategies reported no remaining Fidelity Total Bond ETF position as of Q1 2022 after selling out during the quarter.
Eagle Strategies sold 7,414 Fidelity Total Bond ETF shares in Q1 2022, an estimated $393K.
Eagle Strategies first reported a position in Fidelity Total Bond ETF in Q4 2021 and held it in 1 quarter.
Eagle Strategies's Fidelity Total Bond ETF position peaked at $393K in Q4 2021.
221 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2022.

Based on Eagle Strategies's 13F filing for Q1 2022, filed 2 May 2022.