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Ironwood Financial’s Fidelity Total Bond ETF FBND Stock Holding History

Ironwood Financial’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
Q4 		– Sell
-67
Closed -$4K – 253
2021
Q3 		$4K Sell
67
-10
-13% -$536 ﹤0.01% 448
2021
Q2 		$4K Hold
77
– – ﹤0.01% 445
2021
Q1 		$4K Sell
77
-241
-76% -$12.8K ﹤0.01% 430
2020
Q4 		$17K Sell
318
-15
-5% -$819 0.01% 270
2020
Q3 		$18K Hold
333
– – 0.01% 203
2020
Q2 		$18K Hold
333
– – 0.01% 191
2020
Q1 		$17K Sell
333
-288
-46% -$14.9K 0.01% 164
2019
Q4 		$32K Sell
621
-20
-3% -$1.03K 0.01% 153
2019
Q3 		$33K Sell
641
-15
-2% -$773 0.02% 152
2019
Q2 		$33K Buy
656
+15
+2% +$754 0.02% 153
2019
Q1 		$32K Hold
641
– – 0.02% 153
2018
Q4 		$31K Sell
641
-344
-35% -$16.6K 0.02% 148
2018
Q3 		$48K Sell
985
-25
-2% -$1.22K 0.03% 111
2018
Q2 		$49K Sell
1,010
-2
-0.2% -$98 0.03% 88
2018
Q1 		$50K Sell
1,012
-160
-14% -$7.91K 0.05% 73
2017
Q4 		$59K Buy
1,172
+12
+1% +$603 0.04% 74
2017
Q3 		$58K Sell
1,160
-183
-14% -$9.22K 0.04% 77
2017
Q2 		$67K Hold
1,343
– – 0.04% 73
2017
Q1 		$67K Sell
1,343
-122
-8% -$6.07K 0.04% 73
2016
Q4 		$73K Buy
1,465
+136
+10% +$6.8K 0.05% 74
2016
Q3 		$68K Sell
1,329
-12
-0.9% -$611 0.05% 77
2016
Q2 		$67K Sell
1,341
-1,827
-58% -$90.8K 0.05% 81
2016
Q1 		$155K Buy
+3,168
New +$152K 0.12% 54
2015
Q3 		$151K Buy
3,115
+1,372
+79% +$67.8K 0.07% 75
2015
Q2 		$87K Buy
1,743
+1,440
+475% +$72.6K 0.04% 89
2015
Q1 		$15K Buy
303
+173
+133% +$8.76K 0.01% 180
2014
Q4 		$7K Buy
+130
New +$6.53K ﹤0.01% 187

Other funds holding FBND

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ironwood Financial's FBND Position: Q4 2021 in Review

Ironwood Financial sold out of Fidelity Total Bond ETF (FBND) in Q4 2021, closing a stake of 67 shares — an estimated $4K sold.

Ironwood Financial first reported a position in FBND in Q4 2014 and held it in 27 quarters. The position peaked at $155K in Q1 2016. 207 funds tracked by Wall St. Rank hold FBND as of Q4 2021.

  • Ironwood Financial reported no remaining Fidelity Total Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 67 Fidelity Total Bond ETF shares in Q4 2021, an estimated $4K.
  • Ironwood Financial first reported a position in Fidelity Total Bond ETF in Q4 2014 and held it in 27 quarters.
  • Ironwood Financial's Fidelity Total Bond ETF position peaked at $155K in Q1 2016.
  • 207 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.