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Sandy Cove Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Sandy Cove 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
2022
Q2 		– Sell
-17,639
Closed -$878K – 184
2022
Q1 		$878K Sell
17,639
-2,700
-13% -$138K 0.73% 24
2021
Q4 		$1.08M Buy
+20,339
New +$1.08M 0.91% 20

Other funds holding FBND

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Sandy Cove Advisors's FBND Position: Q2 2022 in Review

Sandy Cove Advisors sold out of Fidelity Total Bond ETF (FBND) in Q2 2022, closing a stake of 17,639 shares — an estimated $878K sold.

Sandy Cove Advisors first reported a position in FBND in Q4 2021 and held it in 2 quarters. The position peaked at $1.08M in Q4 2021. 221 funds tracked by Wall St. Rank hold FBND as of Q2 2022.

  • Sandy Cove Advisors reported no remaining Fidelity Total Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Sandy Cove Advisors sold 17,639 Fidelity Total Bond ETF shares in Q2 2022, an estimated $878K.
  • Sandy Cove Advisors first reported a position in Fidelity Total Bond ETF in Q4 2021 and held it in 2 quarters.
  • Sandy Cove Advisors's Fidelity Total Bond ETF position peaked at $1.08M in Q4 2021.
  • 221 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2022.

Based on Sandy Cove Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.