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RegentAtlantic Capital’s Fidelity Total Bond ETF FBND Stock Holding History

RegentAtlantic Capital’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
2021
Q4 		– Sell
-5,224
Closed -$278K – 690
2021
Q3 		$278K Buy
5,224
+995
+24% +$53.4K 0.01% 574
2021
Q2 		$226K Buy
+4,229
New +$224K 0.01% 592

Other funds holding FBND

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 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
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RegentAtlantic Capital's FBND Position: Q4 2021 in Review

RegentAtlantic Capital sold out of Fidelity Total Bond ETF (FBND) in Q4 2021, closing a stake of 5,224 shares — an estimated $278K sold.

RegentAtlantic Capital first reported a position in FBND in Q2 2021 and held it in 2 quarters. The position peaked at $278K in Q3 2021. 207 funds tracked by Wall St. Rank hold FBND as of Q4 2021.

  • RegentAtlantic Capital reported no remaining Fidelity Total Bond ETF position as of Q4 2021 after selling out during the quarter.
  • RegentAtlantic Capital sold 5,224 Fidelity Total Bond ETF shares in Q4 2021, an estimated $278K.
  • RegentAtlantic Capital first reported a position in Fidelity Total Bond ETF in Q2 2021 and held it in 2 quarters.
  • RegentAtlantic Capital's Fidelity Total Bond ETF position peaked at $278K in Q3 2021.
  • 207 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2021.

Based on RegentAtlantic Capital's 13F filing for Q4 2021, filed 27 Jan 2022.