Next Financial Group’s Fidelity Total Bond ETF FBND Stock Holding History

Next Financial Group’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 Q4	$149K	Buy	2,816 +113	+4%	+$6K	0.01%	1008
2021 Q3	$144K	Buy	2,703 +465	+21%	+$24.9K	0.01%	969
2021 Q2	$119K	Hold	2,238	–	–	0.01%	1035
2021 Q1	$117K	Buy	2,238 +965	+76%	+$51.4K	0.01%	959
2020 Q4	$69K	Buy	1,273 +156	+14%	+$8.52K	0.01%	1089
2020 Q3	$61K	Buy	+1,117	New	+$61.3K	0.01%	1035
2020 Q2	–	Sell	-799	Closed	-$41K	–	1009
2020 Q1	$41K	Hold	799	–	–	0.01%	1047
2019 Q4	$41K	Hold	799	–	–	﹤0.01%	1263
2019 Q3	$41K	Buy	799 +261	+49%	+$13.4K	﹤0.01%	1201
2019 Q2	$27K	Buy	538 +185	+52%	+$9.3K	﹤0.01%	1359
2019 Q1	$18K	Hold	353	–	–	﹤0.01%	984
2018 Q4	$17K	Hold	353	–	–	﹤0.01%	1153
2018 Q3	$17K	Buy	+353	New	+$17.3K	0.01%	834

Other funds holding FBND

CTB

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

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

SFA

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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Next Financial Group's FBND Position: Q4 2021 in Review

Next Financial Group increased its Fidelity Total Bond ETF (FBND) stake by 4.2% in Q4 2021, buying an estimated $6K and bringing the position to 2,816 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #1008.

Next Financial Group first reported a position in FBND in Q3 2018 and has held it in 13 quarters since. 207 funds tracked by Wall St. Rank hold FBND as of Q4 2021.

Next Financial Group held 2,816 shares of Fidelity Total Bond ETF worth $149K as of Q4 2021.
Next Financial Group bought 113 Fidelity Total Bond ETF shares in Q4 2021, an estimated $6K.
Fidelity Total Bond ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1008 holding.
Next Financial Group first reported a position in Fidelity Total Bond ETF in Q3 2018 and has held it in 13 quarters since.
207 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.