KMG Fiduciary Partners’s Fidelity Tactical Bond ETF FTBD Stock Holding History

KMG Fiduciary Partners’s Portfolio FTBD Stock Details FTBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-128,500	Closed	-$6.18M	–	285
2024 Q4	$6.18M	Buy	128,500 +13,282	+12%	+$653K	0.51%	52
2024 Q3	$5.81M	Buy	115,218 +95,912	+497%	+$4.77M	0.5%	53
2024 Q2	$932K	Buy	+19,306	New	+$933K	0.09%	150

Other funds holding FTBD

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BIS

BG Investment Services Hagatna, Guam $120M AUM 17.44% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

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

KMG Fiduciary Partners's FTBD Position: Q1 2025 in Review

KMG Fiduciary Partners sold out of Fidelity Tactical Bond ETF (FTBD) in Q1 2025, closing a stake of 128,500 shares — an estimated $6.18M sold.

KMG Fiduciary Partners first reported a position in FTBD in Q2 2024 and held it in 3 quarters. The position peaked at $6.18M in Q4 2024. 14 funds tracked by Wall St. Rank hold FTBD as of Q1 2025.

KMG Fiduciary Partners reported no remaining Fidelity Tactical Bond ETF position as of Q1 2025 after selling out during the quarter.
KMG Fiduciary Partners sold 128,500 Fidelity Tactical Bond ETF shares in Q1 2025, an estimated $6.18M.
KMG Fiduciary Partners first reported a position in Fidelity Tactical Bond ETF in Q2 2024 and held it in 3 quarters.
KMG Fiduciary Partners's Fidelity Tactical Bond ETF position peaked at $6.18M in Q4 2024.
14 funds tracked by Wall St. Rank held Fidelity Tactical Bond ETF as of Q1 2025.

Based on KMG Fiduciary Partners's 13F filing for Q1 2025, filed 14 Apr 2025.