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Gradient Investments’s Fidelity Total Bond ETF FBND Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-136
Closed -$6.11K – 635
2024
Q2 		$6.11K Buy
+136
New +$6.09K ﹤0.01% 826
2024
Q1 		– Sell
-183
Closed -$8.43K – 1422
2023
Q4 		$8.43K Buy
183
+19
+12% +$838 ﹤0.01% 874
2023
Q3 		$7.14K Buy
+164
New +$7.33K ﹤0.01% 875
2021
Q4 		– Sell
-489
Closed -$26K – 1262
2021
Q3 		$26K Buy
+489
New +$26.2K ﹤0.01% 599

Other funds holding FBND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Gradient Investments's FBND Position: Q3 2024 in Review

Gradient Investments sold out of Fidelity Total Bond ETF (FBND) in Q3 2024, closing a stake of 136 shares — an estimated $6.11K sold.

Gradient Investments first reported a position in FBND in Q3 2021 and held it in 4 quarters. The position peaked at $26K in Q3 2021. 525 funds tracked by Wall St. Rank hold FBND as of Q3 2024.

  • Gradient Investments reported no remaining Fidelity Total Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 136 Fidelity Total Bond ETF shares in Q3 2024, an estimated $6.11K.
  • Gradient Investments first reported a position in Fidelity Total Bond ETF in Q3 2021 and held it in 4 quarters.
  • Gradient Investments's Fidelity Total Bond ETF position peaked at $26K in Q3 2021.
  • 525 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.