Retirement Group’s Fidelity Total Bond ETF FBND Stock Holding History

Retirement Group’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 Q1	$31.7K	Hold	700	–	–	0.01%	289
2023 Q4	$32.2K	Buy	+700	New	+$30.9K	0.01%	273
2023 Q3	–	Sell	-1,100	Closed	-$50K	–	791
2023 Q2	$50K	Buy	+1,100	New	+$50.3K	0.02%	206
2021 Q3	–	Sell	-826	Closed	-$44K	–	650
2021 Q2	$44K	Buy	826 +4	+0.5%	+$212	0.02%	249
2021 Q1	$43K	Buy	822 +4	+0.5%	+$213	0.02%	297
2020 Q4	$44K	Buy	818 +418	+105%	+$22.8K	0.02%	272
2020 Q3	$22K	Buy	+400	New	+$21.9K	0.01%	316

Other funds holding FBND

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Retirement Group's FBND Position: Q1 2024 in Review

Retirement Group held its Fidelity Total Bond ETF (FBND) position steady in Q1 2024 at 700 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #289.

Retirement Group first reported a position in FBND in Q3 2020 and has held it in 7 quarters since. The position peaked at $50K in Q2 2023. 467 funds tracked by Wall St. Rank hold FBND as of Q1 2024.

Retirement Group held 700 shares of Fidelity Total Bond ETF worth $31.7K as of Q1 2024.
Retirement Group left its Fidelity Total Bond ETF share count unchanged in Q1 2024.
Fidelity Total Bond ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #289 holding.
Retirement Group first reported a position in Fidelity Total Bond ETF in Q3 2020 and has held it in 7 quarters since.
Retirement Group's Fidelity Total Bond ETF position peaked at $50K in Q2 2023.
467 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.