EWP
FBND icon

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

Engrave 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
2020
Q1 		– Sell
-404
Closed -$20K – 435
2019
Q4 		$20K Buy
+404
New +$20.9K 0.02% 219

Other funds holding FBND

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Engrave Wealth Partners's FBND Position: Q1 2020 in Review

Engrave Wealth Partners sold out of Fidelity Total Bond ETF (FBND) in Q1 2020, closing a stake of 404 shares — an estimated $20K sold.

Engrave Wealth Partners first reported a position in FBND in Q4 2019 and held it in 1 quarter. The position peaked at $20K in Q4 2019. 111 funds tracked by Wall St. Rank hold FBND as of Q1 2020.

  • Engrave Wealth Partners reported no remaining Fidelity Total Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 404 Fidelity Total Bond ETF shares in Q1 2020, an estimated $20K.
  • Engrave Wealth Partners first reported a position in Fidelity Total Bond ETF in Q4 2019 and held it in 1 quarter.
  • Engrave Wealth Partners's Fidelity Total Bond ETF position peaked at $20K in Q4 2019.
  • 111 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2020.

Based on Engrave Wealth Partners's 13F filing for Q1 2020, filed 20 Apr 2020.