FPOC
FBND icon

Financial Planners of Cleveland’s Fidelity Total Bond ETF FBND Stock Holding History

Financial Planners of Cleveland’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
Q2 		– Sell
-201,990
Closed -$10.1M – 11
2022
Q1 		$10.1M Buy
201,990
+190,448
+1,650% +$9.74M 4.23% 10
2021
Q4 		$605K Buy
+11,542
New +$612K 0.25% 33

Other funds holding FBND

CTB
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 $68.3B AUM 20.5% 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 22.96% 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 $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Financial Planners of Cleveland's FBND Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of Fidelity Total Bond ETF (FBND) in Q2 2022, closing a stake of 201,990 shares — an estimated $10.1M sold.

Financial Planners of Cleveland first reported a position in FBND in Q4 2021 and held it in 2 quarters. The position peaked at $10.1M in Q1 2022. 221 funds tracked by Wall St. Rank hold FBND as of Q2 2022.

  • Financial Planners of Cleveland reported no remaining Fidelity Total Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 201,990 Fidelity Total Bond ETF shares in Q2 2022, an estimated $10.1M.
  • Financial Planners of Cleveland first reported a position in Fidelity Total Bond ETF in Q4 2021 and held it in 2 quarters.
  • Financial Planners of Cleveland's Fidelity Total Bond ETF position peaked at $10.1M in Q1 2022.
  • 221 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.