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North Star Investment Management’s Fidelity Total Bond ETF FBND Stock Holding History

North Star Investment 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
2022
Q4 		– Sell
-134
Closed -$6K – 1320
2022
Q3 		$6K Buy
+134
New +$6.26K ﹤0.01% 888

Other funds holding FBND

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

North Star Investment Management's FBND Position: Q4 2022 in Review

North Star Investment Management sold out of Fidelity Total Bond ETF (FBND) in Q4 2022, closing a stake of 134 shares — an estimated $6K sold.

North Star Investment Management first reported a position in FBND in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 260 funds tracked by Wall St. Rank hold FBND as of Q4 2022.

  • North Star Investment Management reported no remaining Fidelity Total Bond ETF position as of Q4 2022 after selling out during the quarter.
  • North Star Investment Management sold 134 Fidelity Total Bond ETF shares in Q4 2022, an estimated $6K.
  • North Star Investment Management first reported a position in Fidelity Total Bond ETF in Q3 2022 and held it in 1 quarter.
  • North Star Investment Management's Fidelity Total Bond ETF position peaked at $6K in Q3 2022.
  • 260 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2022.

Based on North Star Investment Management's 13F filing for Q4 2022, filed 11 Jan 2023.