Fidelity Investments’s Fidelity Tactical Bond ETF FTBD Stock Holding History

Fidelity Investments’s Portfolio FTBD Stock Details FTBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-37,000	Closed	-$1.79M	–	5574
2024 Q2	$1.79M	Sell	37,000 -25,000	-40%	-$1.21M	﹤0.01%	2375
2024 Q1	$3.04M	Sell	62,000 -100,000	-62%	-$4.9M	﹤0.01%	2209
2023 Q4	$8.02M	Sell	162,000 -50,000	-24%	-$2.38M	﹤0.01%	1928
2023 Q3	$9.92M	Hold	212,000	–	–	﹤0.01%	1825
2023 Q2	$10.4M	Sell	212,000 -25,000	-11%	-$1.23M	﹤0.01%	1848
2023 Q1	$11.8M	Buy	+237,000	New	+$11.7M	﹤0.01%	1808

Other funds holding FTBD

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Fidelity Investments's FTBD Position: Q3 2024 in Review

Fidelity Investments sold out of Fidelity Tactical Bond ETF (FTBD) in Q3 2024, closing a stake of 37,000 shares — an estimated $1.79M sold.

Fidelity Investments first reported a position in FTBD in Q1 2023 and held it in 6 quarters. The position peaked at $11.8M in Q1 2023. 10 funds tracked by Wall St. Rank hold FTBD as of Q3 2024.

Fidelity Investments reported no remaining Fidelity Tactical Bond ETF position as of Q3 2024 after selling out during the quarter.
Fidelity Investments sold 37,000 Fidelity Tactical Bond ETF shares in Q3 2024, an estimated $1.79M.
Fidelity Investments first reported a position in Fidelity Tactical Bond ETF in Q1 2023 and held it in 6 quarters.
Fidelity Investments's Fidelity Tactical Bond ETF position peaked at $11.8M in Q1 2023.
10 funds tracked by Wall St. Rank held Fidelity Tactical Bond ETF as of Q3 2024.

Based on Fidelity Investments's 13F filing for Q3 2024, filed 13 Nov 2024.