IGWM
FBND icon

ICA Group Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

ICA Group Wealth 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
2024
Q2 		$47.9K Sell
1,066
-1,537
-59% -$68.8K 0.03% 249
2024
Q1 		$118K Buy
2,603
+678
+35% +$30.8K 0.02% 368
2023
Q4 		$88.6K Buy
+1,925
New +$85K 0.02% 378

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

ICA Group Wealth Management's FBND Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Fidelity Total Bond ETF (FBND) stake by 59% in Q2 2024, selling an estimated $68.8K and leaving 1,066 shares worth $47.9K. The position accounts for 0.03% of the portfolio, ranked #249.

ICA Group Wealth Management first reported a position in FBND in Q4 2023 and has held it in 3 quarters since. The position peaked at $118K in Q1 2024. 476 funds tracked by Wall St. Rank hold FBND as of Q2 2024.

  • ICA Group Wealth Management held 1,066 shares of Fidelity Total Bond ETF worth $47.9K as of Q2 2024.
  • ICA Group Wealth Management sold 1,537 Fidelity Total Bond ETF shares in Q2 2024, an estimated $68.8K.
  • Fidelity Total Bond ETF made up 0.03% of ICA Group Wealth Management's portfolio in Q2 2024, its #249 holding.
  • ICA Group Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • ICA Group Wealth Management's Fidelity Total Bond ETF position peaked at $118K in Q1 2024.
  • 476 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.