Lumature Wealth Partners’s Fidelity Total Bond ETF FBND Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$38.5K	Hold	847	–	–	0.02%	235
2023 Q1	$39K	Hold	847	–	–	0.02%	230
2022 Q4	$38.1K	Hold	847	–	–	0.02%	236
2022 Q3	$38K	Hold	847	–	–	0.02%	240
2022 Q2	$39K	Hold	847	–	–	0.02%	248
2022 Q1	$42K	Buy	847 +1	+0.1%	+$51	0.02%	266
2021 Q4	$45K	Hold	846	–	–	0.02%	231
2021 Q3	$45K	Buy	+846	New	+$45.4K	0.02%	237

Other funds holding FBND

CTB

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

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

KIG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lumature Wealth Partners's FBND Position: Q2 2023 in Review

Lumature Wealth Partners held its Fidelity Total Bond ETF (FBND) position steady in Q2 2023 at 847 shares worth $38.5K. The position accounts for 0.02% of the portfolio, ranked #235.

Lumature Wealth Partners first reported a position in FBND in Q3 2021 and has held it in 8 quarters since. The position peaked at $45K in Q4 2021. 323 funds tracked by Wall St. Rank hold FBND as of Q2 2023.

Lumature Wealth Partners held 847 shares of Fidelity Total Bond ETF worth $38.5K as of Q2 2023.
Lumature Wealth Partners left its Fidelity Total Bond ETF share count unchanged in Q2 2023.
Fidelity Total Bond ETF made up 0.02% of Lumature Wealth Partners's portfolio in Q2 2023, its #235 holding.
Lumature Wealth Partners first reported a position in Fidelity Total Bond ETF in Q3 2021 and has held it in 8 quarters since.
Lumature Wealth Partners's Fidelity Total Bond ETF position peaked at $45K in Q4 2021.
323 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.