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

KerberRose 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
2022 Q2	$1.16M	Buy	+24,943	New	+$1.19M	0.95%	23

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 22.96% 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

KerberRose Wealth Management's FBND Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Fidelity Total Bond ETF (FBND) in Q2 2022: 24,943 shares worth $1.16M. The stake represents 0.95% of the portfolio and ranks #23 among its holdings.

221 funds tracked by Wall St. Rank hold FBND as of Q2 2022.

KerberRose Wealth Management held 24,943 shares of Fidelity Total Bond ETF worth $1.16M as of Q2 2022.
Fidelity Total Bond ETF was a new KerberRose Wealth Management position in Q2 2022.
Fidelity Total Bond ETF made up 0.95% of KerberRose Wealth Management's portfolio in Q2 2022, its #23 holding.
221 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.