Kelman-Lazarov Inc’s Fidelity Total Bond ETF FBND Stock Holding History

Kelman-Lazarov Inc’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	-5,101	Closed	-$254K	–	84
2022 Q1	$254K	Buy	5,101 +81	+2%	+$4.14K	0.08%	73
2021 Q4	$266K	Buy	5,020 +1,251	+33%	+$66.4K	0.09%	75
2021 Q3	$200K	Hold	3,769	–	–	0.07%	82
2021 Q2	$201K	Buy	+3,769	New	+$199K	0.07%	84

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 $68.3B AUM 20.5% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCM

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

Kelman-Lazarov Inc's FBND Position: Q2 2022 in Review

Kelman-Lazarov Inc sold out of Fidelity Total Bond ETF (FBND) in Q2 2022, closing a stake of 5,101 shares — an estimated $254K sold.

Kelman-Lazarov Inc first reported a position in FBND in Q2 2021 and held it in 4 quarters. The position peaked at $266K in Q4 2021. 221 funds tracked by Wall St. Rank hold FBND as of Q2 2022.

Kelman-Lazarov Inc reported no remaining Fidelity Total Bond ETF position as of Q2 2022 after selling out during the quarter.
Kelman-Lazarov Inc sold 5,101 Fidelity Total Bond ETF shares in Q2 2022, an estimated $254K.
Kelman-Lazarov Inc first reported a position in Fidelity Total Bond ETF in Q2 2021 and held it in 4 quarters.
Kelman-Lazarov Inc's Fidelity Total Bond ETF position peaked at $266K in Q4 2021.
221 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2022.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2022, filed 8 Aug 2022.