HYA Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

HYA 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
2022 Q2	$2.86M	Sell	61,451 -8,130	-12%	-$387K	1.12%	28
2022 Q1	$3.46M	Sell	69,581 -3,356	-5%	-$172K	1.2%	27
2021 Q4	$3.87M	Sell	72,937 -8,371	-10%	-$444K	1.39%	23
2021 Q3	$4.29M	Buy	81,308 +25	+0%	+$1.34K	1.73%	17
2021 Q2	$4.33M	Sell	81,283 -1,942	-2%	-$103K	1.82%	15
2021 Q1	$4.36M	Buy	83,225 +694	+0.8%	+$37K	2.06%	13
2020 Q4	$4.48M	Buy	82,531 +4,477	+6%	+$244K	2.38%	11
2020 Q3	$4.27M	Buy	78,054 +7,682	+11%	+$422K	2.58%	9
2020 Q2	$3.79M	Buy	70,372 +9,212	+15%	+$490K	2.5%	9
2020 Q1	$3.17M	Buy	61,160 +11,596	+23%	+$600K	2.61%	10
2019 Q4	$2.56M	Buy	+49,564	New	+$2.56M	1.64%	16

Other funds holding FBND

CTB

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

SFA

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

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

RWP

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HYA Advisors's FBND Position: Q2 2022 in Review

HYA Advisors reduced its Fidelity Total Bond ETF (FBND) stake by 12% in Q2 2022, selling an estimated $387K and leaving 61,451 shares worth $2.86M. The position accounts for 1.12% of the portfolio, ranked #28.

HYA Advisors first reported a position in FBND in Q4 2019 and has held it in 11 quarters since. The position peaked at $4.48M in Q4 2020. 221 funds tracked by Wall St. Rank hold FBND as of Q2 2022.

HYA Advisors held 61,451 shares of Fidelity Total Bond ETF worth $2.86M as of Q2 2022.
HYA Advisors sold 8,130 Fidelity Total Bond ETF shares in Q2 2022, an estimated $387K.
Fidelity Total Bond ETF made up 1.12% of HYA Advisors's portfolio in Q2 2022, its #28 holding.
HYA Advisors first reported a position in Fidelity Total Bond ETF in Q4 2019 and has held it in 11 quarters since.
HYA Advisors's Fidelity Total Bond ETF position peaked at $4.48M in Q4 2020.
221 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.