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Nachman Norwood & Parrott’s Fidelity Total Bond ETF FBND Stock Holding History

Nachman Norwood & Parrott’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
2021
Q2 		$20.6M Buy
386,365
+19,715
+5% +$1.04M 2.1% 12
2021
Q1 		$19.2M Buy
366,650
+30,283
+9% +$1.61M 2.12% 12
2020
Q4 		$18.3M Buy
336,367
+60,162
+22% +$3.28M 2.13% 8
2020
Q3 		$15.1M Buy
276,205
+244,320
+766% +$13.4M 2.04% 7
2020
Q2 		$1.72M Buy
+31,885
New +$1.7M 0.28% 75

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nachman Norwood & Parrott's FBND Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its Fidelity Total Bond ETF (FBND) stake by 5.4% in Q2 2021, buying an estimated $1.04M and bringing the position to 386,365 shares worth $20.6M. The position accounts for 2.1% of the portfolio, ranked #12.

Nachman Norwood & Parrott first reported a position in FBND in Q2 2020 and has held it in 5 quarters since. 174 funds tracked by Wall St. Rank hold FBND as of Q2 2021.

  • Nachman Norwood & Parrott held 386,365 shares of Fidelity Total Bond ETF worth $20.6M as of Q2 2021.
  • Nachman Norwood & Parrott bought 19,715 Fidelity Total Bond ETF shares in Q2 2021, an estimated $1.04M.
  • Fidelity Total Bond ETF made up 2.1% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #12 holding.
  • Nachman Norwood & Parrott first reported a position in Fidelity Total Bond ETF in Q2 2020 and has held it in 5 quarters since.
  • 174 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.