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Soundwatch Capital’s Fidelity Total Bond ETF FBND Stock Holding History

Soundwatch Capital’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
Q3 		– Sell
-7,253
Closed -$210K – 31
2023
Q2 		$210K Buy
+7,253
New +$332K 0.05% 29

Other funds holding FBND

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CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCP
Blue Chip Partners Farmington Hills, Michigan $1.39B AUM 22.32% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Soundwatch Capital's FBND Position: Q3 2023 in Review

Soundwatch Capital sold out of Fidelity Total Bond ETF (FBND) in Q3 2023, closing a stake of 7,253 shares — an estimated $210K sold.

Soundwatch Capital first reported a position in FBND in Q2 2023 and held it in 1 quarter. The position peaked at $210K in Q2 2023. 346 funds tracked by Wall St. Rank hold FBND as of Q3 2023.

  • Soundwatch Capital reported no remaining Fidelity Total Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Soundwatch Capital sold 7,253 Fidelity Total Bond ETF shares in Q3 2023, an estimated $210K.
  • Soundwatch Capital first reported a position in Fidelity Total Bond ETF in Q2 2023 and held it in 1 quarter.
  • Soundwatch Capital's Fidelity Total Bond ETF position peaked at $210K in Q2 2023.
  • 346 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2023.

Based on Soundwatch Capital's 13F filing for Q3 2023, filed 13 Nov 2023.