Simplicity Solutions’s Fidelity Total Bond ETF FBND Stock Holding History

Simplicity Solutions’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 Q1	–	Sell	-10,941	Closed	-$594K	–	629
2020 Q4	$594K	Buy	10,941 +4,318	+65%	+$236K	0.01%	658
2020 Q3	$362K	Buy	+6,623	New	+$363K	0.01%	687
2019 Q3	–	Sell	-370,085	Closed	-$18.9M	–	735
2019 Q2	$18.9M	Buy	370,085 +53,102	+17%	+$2.67M	0.81%	28
2019 Q1	$15.8M	Buy	316,983 +288,408	+1,009%	+$14.2M	0.95%	23
2018 Q4	$1.39M	Sell	28,575 -240,649	-89%	-$11.6M	0.18%	133
2018 Q3	$13.1M	Buy	+269,224	New	+$13.2M	0.75%	29

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 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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Simplicity Solutions's FBND Position: Q1 2021 in Review

Simplicity Solutions sold out of Fidelity Total Bond ETF (FBND) in Q1 2021, closing a stake of 10,941 shares — an estimated $594K sold.

Simplicity Solutions first reported a position in FBND in Q3 2018 and held it in 6 quarters. The position peaked at $18.9M in Q2 2019. 164 funds tracked by Wall St. Rank hold FBND as of Q1 2021.

Simplicity Solutions reported no remaining Fidelity Total Bond ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 10,941 Fidelity Total Bond ETF shares in Q1 2021, an estimated $594K.
Simplicity Solutions first reported a position in Fidelity Total Bond ETF in Q3 2018 and held it in 6 quarters.
Simplicity Solutions's Fidelity Total Bond ETF position peaked at $18.9M in Q2 2019.
164 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.