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Realta Investment Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Realta Investment 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
2019
Q3 		– Sell
-415
Closed -$21K – 1654
2019
Q2 		$21K Buy
+415
New +$20.9K 0.01% 919

Other funds holding FBND

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
EWF
Epstein & White Financial San Diego, California $379M AUM 31.08% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Realta Investment Advisors's FBND Position: Q3 2019 in Review

Realta Investment Advisors sold out of Fidelity Total Bond ETF (FBND) in Q3 2019, closing a stake of 415 shares — an estimated $21K sold.

Realta Investment Advisors first reported a position in FBND in Q2 2019 and held it in 1 quarter. The position peaked at $21K in Q2 2019. 76 funds tracked by Wall St. Rank hold FBND as of Q3 2019.

  • Realta Investment Advisors reported no remaining Fidelity Total Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 415 Fidelity Total Bond ETF shares in Q3 2019, an estimated $21K.
  • Realta Investment Advisors first reported a position in Fidelity Total Bond ETF in Q2 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Fidelity Total Bond ETF position peaked at $21K in Q2 2019.
  • 76 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.