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

JOYN 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
2019
Q1 		– Sell
-65
Closed -$3K – 539
2018
Q4 		$3K Hold
65
– – ﹤0.01% 1387
2018
Q3 		$3K Sell
65
-12
-16% -$586 ﹤0.01% 1336
2018
Q2 		$4K Sell
77
-5,063
-99% -$247K ﹤0.01% 1187
2018
Q1 		$253K Sell
5,140
-10,745
-68% -$531K 0.05% 110
2017
Q4 		$798K Sell
15,885
-1,202
-7% -$60.4K 0.17% 52
2017
Q3 		$859K Buy
17,087
+6
+0% +$302 0.24% 19
2017
Q2 		$856K Buy
+17,081
New +$858K 0.25% 19

Other funds holding FBND

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
EWF
Epstein & White Financial San Diego, California $379M AUM 31.08% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

JOYN Advisors's FBND Position: Q1 2019 in Review

JOYN Advisors sold out of Fidelity Total Bond ETF (FBND) in Q1 2019, closing a stake of 65 shares — an estimated $3K sold.

JOYN Advisors first reported a position in FBND in Q2 2017 and held it in 7 quarters. The position peaked at $859K in Q3 2017. 66 funds tracked by Wall St. Rank hold FBND as of Q1 2019.

  • JOYN Advisors reported no remaining Fidelity Total Bond ETF position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 65 Fidelity Total Bond ETF shares in Q1 2019, an estimated $3K.
  • JOYN Advisors first reported a position in Fidelity Total Bond ETF in Q2 2017 and held it in 7 quarters.
  • JOYN Advisors's Fidelity Total Bond ETF position peaked at $859K in Q3 2017.
  • 66 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.