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

EPG 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
2020
Q3 		– Sell
-4,060
Closed -$219K – 129
2020
Q2 		$219K Buy
4,060
+28
+0.7% +$1.49K 0.16% 132
2020
Q1 		$209K Buy
+4,032
New +$209K 0.15% 118

Other funds holding FBND

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
NNP
Nachman Norwood & Parrott Greenville, South Carolina $984M AUM 33.8% 1-Year Est. Return

EPG Wealth Management's FBND Position: Q3 2020 in Review

EPG Wealth Management sold out of Fidelity Total Bond ETF (FBND) in Q3 2020, closing a stake of 4,060 shares — an estimated $219K sold.

EPG Wealth Management first reported a position in FBND in Q1 2020 and held it in 2 quarters. The position peaked at $219K in Q2 2020. 127 funds tracked by Wall St. Rank hold FBND as of Q3 2020.

  • EPG Wealth Management reported no remaining Fidelity Total Bond ETF position as of Q3 2020 after selling out during the quarter.
  • EPG Wealth Management sold 4,060 Fidelity Total Bond ETF shares in Q3 2020, an estimated $219K.
  • EPG Wealth Management first reported a position in Fidelity Total Bond ETF in Q1 2020 and held it in 2 quarters.
  • EPG Wealth Management's Fidelity Total Bond ETF position peaked at $219K in Q2 2020.
  • 127 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2020.

Based on EPG Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.