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Romano Brothers & Co’s Fidelity Total Bond ETF FBND Stock Holding History

Romano Brothers & Co’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
-1,166
Closed -$52.5K – 510
2022
Q4 		$52.5K Buy
+1,166
New +$52.3K 0.01% 464

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

Romano Brothers & Co's FBND Position: Q1 2023 in Review

Romano Brothers & Co sold out of Fidelity Total Bond ETF (FBND) in Q1 2023, closing a stake of 1,166 shares — an estimated $52.5K sold.

Romano Brothers & Co first reported a position in FBND in Q4 2022 and held it in 1 quarter. The position peaked at $52.5K in Q4 2022. 279 funds tracked by Wall St. Rank hold FBND as of Q1 2023.

  • Romano Brothers & Co reported no remaining Fidelity Total Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 1,166 Fidelity Total Bond ETF shares in Q1 2023, an estimated $52.5K.
  • Romano Brothers & Co first reported a position in Fidelity Total Bond ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Fidelity Total Bond ETF position peaked at $52.5K in Q4 2022.
  • 279 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.