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Eldridge Investment Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Eldridge Investment Advisors’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
-6,261
Closed -$291K – 131
2022
Q2 		$291K Buy
+6,261
New +$298K 0.11% 107

Other funds holding FBND

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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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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

Eldridge Investment Advisors's FBND Position: Q3 2022 in Review

Eldridge Investment Advisors sold out of Fidelity Total Bond ETF (FBND) in Q3 2022, closing a stake of 6,261 shares — an estimated $291K sold.

Eldridge Investment Advisors first reported a position in FBND in Q2 2022 and held it in 1 quarter. The position peaked at $291K in Q2 2022. 218 funds tracked by Wall St. Rank hold FBND as of Q3 2022.

  • Eldridge Investment Advisors reported no remaining Fidelity Total Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Eldridge Investment Advisors sold 6,261 Fidelity Total Bond ETF shares in Q3 2022, an estimated $291K.
  • Eldridge Investment Advisors first reported a position in Fidelity Total Bond ETF in Q2 2022 and held it in 1 quarter.
  • Eldridge Investment Advisors's Fidelity Total Bond ETF position peaked at $291K in Q2 2022.
  • 218 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2022.

Based on Eldridge Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.