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

Lake Point 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	$3K	Hold	74	–	–	﹤0.01%	274
2022 Q1	$4K	Hold	74	–	–	﹤0.01%	260
2021 Q4	$4K	Hold	74	–	–	﹤0.01%	274
2021 Q3	$4K	Hold	74	–	–	﹤0.01%	255
2021 Q2	$4K	Buy	+74	New	+$3.92K	﹤0.01%	267
2020 Q1	$4K	Hold	74	–	–	﹤0.01%	184
2019 Q4	$4K	Buy	+74	New	+$3.83K	﹤0.01%	398
2019 Q2	$41K	Hold	806	–	–	0.01%	166
2019 Q1	$41K	Sell	806 -33,388	-98%	-$1.64M	0.01%	166
2018 Q4	$1.66M	Buy	+34,194	New	+$1.65M	0.62%	35

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

Lake Point Wealth Management's FBND Position: Q2 2022 in Review

Lake Point Wealth Management held its Fidelity Total Bond ETF (FBND) position steady in Q2 2022 at 74 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Lake Point Wealth Management first reported a position in FBND in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.66M in Q4 2018. 221 funds tracked by Wall St. Rank hold FBND as of Q2 2022.

Lake Point Wealth Management held 74 shares of Fidelity Total Bond ETF worth $3K as of Q2 2022.
Lake Point Wealth Management left its Fidelity Total Bond ETF share count unchanged in Q2 2022.
Fidelity Total Bond ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #274 holding.
Lake Point Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Fidelity Total Bond ETF position peaked at $1.66M in Q4 2018.
221 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.