GWMIA
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Global Wealth Management Investment Advisory’s Fidelity Total Bond ETF FBND Stock Holding History

Global Wealth Management Investment Advisory’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
-90
Closed -$5K – 467
2021
Q3 		$5K Buy
+90
New +$4.83K ﹤0.01% 355

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 $9.14B AUM 16.57% 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 22.94% 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

Global Wealth Management Investment Advisory's FBND Position: Q4 2021 in Review

Global Wealth Management Investment Advisory sold out of Fidelity Total Bond ETF (FBND) in Q4 2021, closing a stake of 90 shares — an estimated $5K sold.

Global Wealth Management Investment Advisory first reported a position in FBND in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 207 funds tracked by Wall St. Rank hold FBND as of Q4 2021.

  • Global Wealth Management Investment Advisory reported no remaining Fidelity Total Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 90 Fidelity Total Bond ETF shares in Q4 2021, an estimated $5K.
  • Global Wealth Management Investment Advisory first reported a position in Fidelity Total Bond ETF in Q3 2021 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Fidelity Total Bond ETF position peaked at $5K in Q3 2021.
  • 207 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2021, filed 15 Feb 2022.