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Rational Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Rational 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
2023
Q1 		– Sell
-588,698
Closed -$26.5M – 274
2022
Q4 		$26.5M Buy
588,698
+430,834
+273% +$19.3M 2.2% 14
2022
Q3 		$7.01M Sell
157,864
-177,237
-53% -$8.28M 0.55% 21
2022
Q2 		$15.6M Sell
335,101
-203,399
-38% -$9.69M 1.12% 19
2022
Q1 		$26.8M Buy
+538,500
New +$27.5M 1.59% 17

Other funds holding FBND

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Osaic Holdings
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
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Rational Advisors's FBND Position: Q1 2023 in Review

Rational Advisors sold out of Fidelity Total Bond ETF (FBND) in Q1 2023, closing a stake of 588,698 shares — an estimated $26.5M sold.

Rational Advisors first reported a position in FBND in Q1 2022 and held it in 4 quarters. The position peaked at $26.8M in Q1 2022. 279 funds tracked by Wall St. Rank hold FBND as of Q1 2023.

  • Rational Advisors reported no remaining Fidelity Total Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Rational Advisors sold 588,698 Fidelity Total Bond ETF shares in Q1 2023, an estimated $26.5M.
  • Rational Advisors first reported a position in Fidelity Total Bond ETF in Q1 2022 and held it in 4 quarters.
  • Rational Advisors's Fidelity Total Bond ETF position peaked at $26.8M in Q1 2022.
  • 279 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2023.

Based on Rational Advisors's 13F filing for Q1 2023, filed 12 May 2023.