MWM
FBND icon

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

Maltin 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
2023
Q1 		– Sell
-41,645
Closed -$1.87M – 106
2022
Q4 		$1.87M Buy
+41,645
New +$1.87M 1.36% 23
2022
Q3 		– Sell
-34,859
Closed -$1.62M – 111
2022
Q2 		$1.62M Buy
+34,859
New +$1.66M 1.17% 31

Other funds holding FBND

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Maltin Wealth Management's FBND Position: Q1 2023 in Review

Maltin Wealth Management sold out of Fidelity Total Bond ETF (FBND) in Q1 2023, closing a stake of 41,645 shares — an estimated $1.87M sold.

Maltin Wealth Management first reported a position in FBND in Q2 2022 and held it in 2 quarters. The position peaked at $1.87M in Q4 2022. 279 funds tracked by Wall St. Rank hold FBND as of Q1 2023.

  • Maltin Wealth Management reported no remaining Fidelity Total Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Maltin Wealth Management sold 41,645 Fidelity Total Bond ETF shares in Q1 2023, an estimated $1.87M.
  • Maltin Wealth Management first reported a position in Fidelity Total Bond ETF in Q2 2022 and held it in 2 quarters.
  • Maltin Wealth Management's Fidelity Total Bond ETF position peaked at $1.87M in Q4 2022.
  • 279 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2023.

Based on Maltin Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.