JRM Investment Counsel’s Fidelity Total Bond ETF FBND Stock Holding History

JRM Investment Counsel’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	–	Sell	-6,028	Closed	-$300K	–	18
2022 Q1	$300K	Sell	6,028 -1,474	-20%	-$75.4K	0.12%	17
2021 Q4	$398K	Buy	7,502 +2,638	+54%	+$140K	0.17%	18
2021 Q3	$258K	Sell	4,864 -2,159	-31%	-$116K	0.13%	16
2021 Q2	$375K	Sell	7,023 -1,431	-17%	-$75.7K	0.2%	16
2021 Q1	$443K	Buy	8,454 +1,655	+24%	+$88.2K	0.27%	17
2020 Q4	$369K	Buy	6,799 +366	+6%	+$20K	0.25%	16
2020 Q3	$352K	Buy	+6,433	New	+$353K	0.24%	18

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 $85.1B AUM 27.35% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCM

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

JRM Investment Counsel's FBND Position: Q2 2022 in Review

JRM Investment Counsel sold out of Fidelity Total Bond ETF (FBND) in Q2 2022, closing a stake of 6,028 shares — an estimated $300K sold.

JRM Investment Counsel first reported a position in FBND in Q3 2020 and held it in 7 quarters. The position peaked at $443K in Q1 2021. 221 funds tracked by Wall St. Rank hold FBND as of Q2 2022.

JRM Investment Counsel reported no remaining Fidelity Total Bond ETF position as of Q2 2022 after selling out during the quarter.
JRM Investment Counsel sold 6,028 Fidelity Total Bond ETF shares in Q2 2022, an estimated $300K.
JRM Investment Counsel first reported a position in Fidelity Total Bond ETF in Q3 2020 and held it in 7 quarters.
JRM Investment Counsel's Fidelity Total Bond ETF position peaked at $443K in Q1 2021.
221 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2022.

Based on JRM Investment Counsel's 13F filing for Q2 2022, filed 5 Aug 2022.