Personal CFO Solutions’s Fidelity Total Bond ETF FBND Stock Holding History

Personal CFO Solutions’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 Q1	–	Sell	-47,303	Closed	-$2.51M	–	484
2021 Q4	$2.51M	Buy	47,303 +1,130	+2%	+$60K	0.47%	41
2021 Q3	$2.45M	Buy	46,173 +90	+0.2%	+$4.83K	0.5%	34
2021 Q2	$2.46M	Buy	46,083 +3,022	+7%	+$160K	0.5%	33
2021 Q1	$2.26M	Buy	43,061 +2,522	+6%	+$134K	0.49%	39
2020 Q4	$2.2M	Buy	40,539 +12,332	+44%	+$673K	0.54%	39
2020 Q3	$2K	Sell	28,207 -2,791	-9%	-$153K	0.67%	35
2020 Q2	$1.67M	Buy	30,998 +25,866	+504%	+$1.38M	0.49%	47
2020 Q1	$266K	Buy	+5,132	New	+$266K	0.1%	186

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

RWP

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Personal CFO Solutions's FBND Position: Q1 2022 in Review

Personal CFO Solutions sold out of Fidelity Total Bond ETF (FBND) in Q1 2022, closing a stake of 47,303 shares — an estimated $2.51M sold.

Personal CFO Solutions first reported a position in FBND in Q1 2020 and held it in 8 quarters. The position peaked at $2.51M in Q4 2021. 221 funds tracked by Wall St. Rank hold FBND as of Q1 2022.

Personal CFO Solutions reported no remaining Fidelity Total Bond ETF position as of Q1 2022 after selling out during the quarter.
Personal CFO Solutions sold 47,303 Fidelity Total Bond ETF shares in Q1 2022, an estimated $2.51M.
Personal CFO Solutions first reported a position in Fidelity Total Bond ETF in Q1 2020 and held it in 8 quarters.
Personal CFO Solutions's Fidelity Total Bond ETF position peaked at $2.51M in Q4 2021.
221 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2022.

Based on Personal CFO Solutions's 13F filing for Q1 2022, filed 2 May 2022.