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Glen Eagle Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Glen Eagle Advisors’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
2023
Q3 		– Sell
-364
Closed -$16.5K – 1045
2023
Q2 		$16.5K Hold
364
– – ﹤0.01% 558
2023
Q1 		$16.7K Hold
364
– – ﹤0.01% 537
2022
Q4 		$16.4K Hold
364
– – ﹤0.01% 525
2022
Q3 		$16.2K Hold
364
– – ﹤0.01% 518
2022
Q2 		$16.9K Hold
364
– – ﹤0.01% 537
2022
Q1 		$18.1K Hold
364
– – ﹤0.01% 527
2021
Q4 		$19.3K Hold
364
– – 0.01% 514
2021
Q3 		$19.3K Hold
364
– – 0.01% 565
2021
Q2 		$19.4K Hold
364
– – 0.01% 562
2021
Q1 		$19.1K Hold
364
– – 0.01% 532
2020
Q4 		$19.7K Hold
364
– – 0.01% 504
2020
Q3 		$19.9K Hold
364
– – 0.01% 464
2020
Q2 		$19.6K Buy
364
+170
+88% +$9.04K 0.01% 444
2020
Q1 		$10K Hold
194
– – 0.01% 508
2019
Q4 		$10K Buy
+194
New +$10K 0.01% 584

Other funds holding FBND

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCP
Blue Chip Partners Farmington Hills, Michigan $1.39B AUM 22.32% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Glen Eagle Advisors's FBND Position: Q3 2023 in Review

Glen Eagle Advisors sold out of Fidelity Total Bond ETF (FBND) in Q3 2023, closing a stake of 364 shares — an estimated $16.5K sold.

Glen Eagle Advisors first reported a position in FBND in Q4 2019 and held it in 15 quarters. The position peaked at $19.9K in Q3 2020. 346 funds tracked by Wall St. Rank hold FBND as of Q3 2023.

  • Glen Eagle Advisors reported no remaining Fidelity Total Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Glen Eagle Advisors sold 364 Fidelity Total Bond ETF shares in Q3 2023, an estimated $16.5K.
  • Glen Eagle Advisors first reported a position in Fidelity Total Bond ETF in Q4 2019 and held it in 15 quarters.
  • Glen Eagle Advisors's Fidelity Total Bond ETF position peaked at $19.9K in Q3 2020.
  • 346 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2023.

Based on Glen Eagle Advisors's 13F filing for Q3 2023, filed 13 Aug 2024.