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Financial Architects (New Jersey)’s Fidelity Total Bond ETF FBND Stock Holding History

Financial Architects (New Jersey)’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
-300
Closed -$16K – 432
2020
Q2 		$16K Hold
300
– – ﹤0.01% 569
2020
Q1 		$16K Hold
300
– – ﹤0.01% 546
2019
Q4 		$16K Buy
+300
New +$15.5K ﹤0.01% 602

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

Financial Architects (New Jersey)'s FBND Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Fidelity Total Bond ETF (FBND) in Q3 2020, closing a stake of 300 shares — an estimated $16K sold.

Financial Architects (New Jersey) first reported a position in FBND in Q4 2019 and held it in 3 quarters. The position peaked at $16K in Q2 2020. 127 funds tracked by Wall St. Rank hold FBND as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Fidelity Total Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 300 Fidelity Total Bond ETF shares in Q3 2020, an estimated $16K.
  • Financial Architects (New Jersey) first reported a position in Fidelity Total Bond ETF in Q4 2019 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s Fidelity Total Bond ETF position peaked at $16K in Q2 2020.
  • 127 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.