Laurel Wealth Advisors (California)’s Fidelity Total Bond ETF FBND Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$2.5M	Buy	55,643 +11,848	+27%	+$531K	0.25%	95
2022 Q3	$1.95M	Buy	43,795 +951	+2%	+$44.4K	0.21%	113
2022 Q2	$1.99M	Buy	42,844 +12,959	+43%	+$617K	0.2%	113
2022 Q1	$1.49M	Buy	29,885 +5,788	+24%	+$296K	0.12%	178
2021 Q4	$1.28M	Buy	24,097 +4,077	+20%	+$216K	0.1%	213
2021 Q3	$1.06M	Buy	20,020 +934	+5%	+$50.1K	0.2%	123
2021 Q2	$1.02M	Buy	19,086 +7,005	+58%	+$371K	0.13%	169
2021 Q1	$633K	Buy	+12,081	New	+$644K	0.1%	211

Other funds holding FBND

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

KIG

Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

CAL

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

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

Laurel Wealth Advisors (California)'s FBND Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Fidelity Total Bond ETF (FBND) stake by 27% in Q4 2022, buying an estimated $531K and bringing the position to 55,643 shares worth $2.5M. The position accounts for 0.25% of the portfolio, ranked #95.

Laurel Wealth Advisors (California) first reported a position in FBND in Q1 2021 and has held it in 8 quarters since. 260 funds tracked by Wall St. Rank hold FBND as of Q4 2022.

Laurel Wealth Advisors (California) held 55,643 shares of Fidelity Total Bond ETF worth $2.5M as of Q4 2022.
Laurel Wealth Advisors (California) bought 11,848 Fidelity Total Bond ETF shares in Q4 2022, an estimated $531K.
Fidelity Total Bond ETF made up 0.25% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #95 holding.
Laurel Wealth Advisors (California) first reported a position in Fidelity Total Bond ETF in Q1 2021 and has held it in 8 quarters since.
260 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.