Howard Capital Management’s Fidelity Total Bond ETF FBND Stock Holding History

Howard Capital 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 Q3	–	Sell	-44,657	Closed	-$2.37M	–	64
2021 Q2	$2.37M	Buy	44,657 +19,914	+80%	+$1.05M	0.45%	15
2021 Q1	$1.31M	Buy	24,743 +3,894	+19%	+$207K	0.23%	21
2020 Q4	$1.13M	Sell	20,849 -2,233	-10%	-$122K	0.23%	25
2020 Q3	$1.26M	Buy	23,082 +3,613	+19%	+$198K	0.29%	18
2020 Q2	$1.06M	Buy	19,469 +6,568	+51%	+$349K	0.3%	16
2020 Q1	$683K	Buy	+12,901	New	+$668K	0.29%	14

Other funds holding FBND

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Howard Capital Management's FBND Position: Q3 2021 in Review

Howard Capital Management sold out of Fidelity Total Bond ETF (FBND) in Q3 2021, closing a stake of 44,657 shares — an estimated $2.37M sold.

Howard Capital Management first reported a position in FBND in Q1 2020 and held it in 6 quarters. The position peaked at $2.37M in Q2 2021. 175 funds tracked by Wall St. Rank hold FBND as of Q3 2021.

Howard Capital Management reported no remaining Fidelity Total Bond ETF position as of Q3 2021 after selling out during the quarter.
Howard Capital Management sold 44,657 Fidelity Total Bond ETF shares in Q3 2021, an estimated $2.37M.
Howard Capital Management first reported a position in Fidelity Total Bond ETF in Q1 2020 and held it in 6 quarters.
Howard Capital Management's Fidelity Total Bond ETF position peaked at $2.37M in Q2 2021.
175 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2021.

Based on Howard Capital Management's 13F filing for Q3 2021, filed 2 Nov 2021.