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Prevail Innovative Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Prevail Innovative Wealth Advisors’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
2024
Q2 		– Sell
-16,617
Closed -$753K – 158
2024
Q1 		$753K Buy
16,617
+10,962
+194% +$497K 0.28% 104
2023
Q4 		$260K Sell
5,655
-1,948
-26% -$86K 0.12% 119
2023
Q3 		$331K Buy
+7,603
New +$340K 0.17% 100

Other funds holding FBND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prevail Innovative Wealth Advisors's FBND Position: Q2 2024 in Review

Prevail Innovative Wealth Advisors sold out of Fidelity Total Bond ETF (FBND) in Q2 2024, closing a stake of 16,617 shares — an estimated $753K sold.

Prevail Innovative Wealth Advisors first reported a position in FBND in Q3 2023 and held it in 3 quarters. The position peaked at $753K in Q1 2024. 476 funds tracked by Wall St. Rank hold FBND as of Q2 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Fidelity Total Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 16,617 Fidelity Total Bond ETF shares in Q2 2024, an estimated $753K.
  • Prevail Innovative Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q3 2023 and held it in 3 quarters.
  • Prevail Innovative Wealth Advisors's Fidelity Total Bond ETF position peaked at $753K in Q1 2024.
  • 476 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.