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Gerber Kawasaki Wealth & Investment Management’s Fidelity Total Bond ETF FBND Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-65
Closed -$3K – 548
2021
Q3 		$3K Buy
+65
New +$3.49K ﹤0.01% 824

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 $68.3B AUM 20.5% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's FBND Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Fidelity Total Bond ETF (FBND) in Q4 2021, closing a stake of 65 shares — an estimated $3K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in FBND in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 207 funds tracked by Wall St. Rank hold FBND as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Fidelity Total Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 65 Fidelity Total Bond ETF shares in Q4 2021, an estimated $3K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Fidelity Total Bond ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Fidelity Total Bond ETF position peaked at $3K in Q3 2021.
  • 207 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.