GWA
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Guidant Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Guidant Wealth 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
2019
Q3 		$14K Buy
274
+1
+0.4% +$52 0.01% 238
2019
Q2 		$14K Buy
273
+2
+0.7% +$101 0.01% 239
2019
Q1 		$14K Buy
+271
New +$13.3K 0.01% 240

Other funds holding FBND

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
EWF
Epstein & White Financial San Diego, California $379M AUM 31.08% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Guidant Wealth Advisors's FBND Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 0.37% in Q3 2019, buying an estimated $52 and bringing the position to 274 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #238.

Guidant Wealth Advisors first reported a position in FBND in Q1 2019 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold FBND as of Q3 2019.

  • Guidant Wealth Advisors held 274 shares of Fidelity Total Bond ETF worth $14K as of Q3 2019.
  • Guidant Wealth Advisors bought 1 Fidelity Total Bond ETF share in Q3 2019, an estimated $52.
  • Fidelity Total Bond ETF made up 0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #238 holding.
  • Guidant Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q1 2019 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.