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IAM Advisory’s Fidelity Total Bond ETF FBND Stock Holding History

IAM 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
2024
Q2 		– Sell
-269,182
Closed -$12.2M – 107
2024
Q1 		$12.2M Sell
269,182
-2,525
-0.9% -$115K 3.34% 7
2023
Q4 		$12.5M Buy
271,707
+2,558
+1% +$113K 3.93% 6
2023
Q3 		$11.7M Buy
269,149
+3,937
+1% +$176K 4.1% 6
2023
Q2 		$12M Buy
265,212
+4,652
+2% +$213K 4.11% 6
2023
Q1 		$12M Buy
+260,560
New +$11.9M 4.14% 6

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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return