Squar Milner Financial Services’s Fidelity Total Bond ETF FBND Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-273	Closed	-$14K	–	380
2020 Q1	$14K	Sell	273 -308	-53%	-$15.9K	0.01%	511
2019 Q4	$30K	Buy	+581	New	+$30K	0.02%	469
2019 Q3	–	Sell	-612	Closed	-$31K	–	384
2019 Q2	$31K	Sell	612 -169	-22%	-$8.5K	0.02%	406
2019 Q1	$39K	Hold	781	–	–	0.03%	349
2018 Q4	$38K	Hold	781	–	–	0.04%	319
2018 Q3	$38K	Buy	+781	New	+$38.2K	0.03%	336

Other funds holding FBND

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

BCI

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

HNB

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

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Squar Milner Financial Services's FBND Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Fidelity Total Bond ETF (FBND) in Q2 2020, closing a stake of 273 shares — an estimated $14K sold.

Squar Milner Financial Services first reported a position in FBND in Q3 2018 and held it in 6 quarters. The position peaked at $39K in Q1 2019. 121 funds tracked by Wall St. Rank hold FBND as of Q2 2020.

Squar Milner Financial Services reported no remaining Fidelity Total Bond ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 273 Fidelity Total Bond ETF shares in Q2 2020, an estimated $14K.
Squar Milner Financial Services first reported a position in Fidelity Total Bond ETF in Q3 2018 and held it in 6 quarters.
Squar Milner Financial Services's Fidelity Total Bond ETF position peaked at $39K in Q1 2019.
121 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.