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Mariner Independent Advisor Network’s Fidelity Total Bond ETF FBND Stock Holding History

Mariner Independent Advisor Network’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
2018
Q4 		– Sell
-53,502
Closed -$2.59M – 358
2018
Q3 		$2.59M Buy
+53,502
New +$2.61M 0.32% 74
2017
Q3 		– Sell
-76,738
Closed -$3.85M – 168
2017
Q2 		$3.85M Buy
+76,738
New +$3.85M 0.55% 57

Other funds holding FBND

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
EWF
Epstein & White Financial San Diego, California $379M AUM 31.08% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
WA
WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mariner Independent Advisor Network's FBND Position: Q4 2018 in Review

Mariner Independent Advisor Network sold out of Fidelity Total Bond ETF (FBND) in Q4 2018, closing a stake of 53,502 shares — an estimated $2.59M sold.

Mariner Independent Advisor Network first reported a position in FBND in Q2 2017 and held it in 2 quarters. The position peaked at $3.85M in Q2 2017. 63 funds tracked by Wall St. Rank hold FBND as of Q4 2018.

  • Mariner Independent Advisor Network reported no remaining Fidelity Total Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 53,502 Fidelity Total Bond ETF shares in Q4 2018, an estimated $2.59M.
  • Mariner Independent Advisor Network first reported a position in Fidelity Total Bond ETF in Q2 2017 and held it in 2 quarters.
  • Mariner Independent Advisor Network's Fidelity Total Bond ETF position peaked at $3.85M in Q2 2017.
  • 63 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2018.

Based on Mariner Independent Advisor Network's 13F filing for Q4 2018, filed 12 Feb 2019.