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Shared Vision Wealth Group’s Fidelity Total Bond ETF FBND Stock Holding History

Shared Vision Wealth 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 		– Sell
-10,215
Closed -$470K – 78
2023
Q4 		$470K Buy
+10,215
New +$451K 0.31% 44

Other funds holding FBND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
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

Shared Vision Wealth Group's FBND Position: Q1 2024 in Review

Shared Vision Wealth Group sold out of Fidelity Total Bond ETF (FBND) in Q1 2024, closing a stake of 10,215 shares — an estimated $470K sold.

Shared Vision Wealth Group first reported a position in FBND in Q4 2023 and held it in 1 quarter. The position peaked at $470K in Q4 2023. 467 funds tracked by Wall St. Rank hold FBND as of Q1 2024.

  • Shared Vision Wealth Group reported no remaining Fidelity Total Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Shared Vision Wealth Group sold 10,215 Fidelity Total Bond ETF shares in Q1 2024, an estimated $470K.
  • Shared Vision Wealth Group first reported a position in Fidelity Total Bond ETF in Q4 2023 and held it in 1 quarter.
  • Shared Vision Wealth Group's Fidelity Total Bond ETF position peaked at $470K in Q4 2023.
  • 467 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2024.

Based on Shared Vision Wealth Group's 13F filing for Q1 2024, filed 7 May 2024.