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Stonebridge Financial Planning Group’s Fidelity Total Bond ETF FBND Stock Holding History

Stonebridge Financial Planning 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
2021
Q3 		– Sell
-400
Closed -$21K – 414
2021
Q2 		$21K Hold
400
– – 0.01% 298
2021
Q1 		$21K Hold
400
– – 0.01% 304
2020
Q4 		$22K Sell
400
-550
-58% -$30K 0.01% 270
2020
Q3 		$52K Hold
950
– – 0.04% 179
2020
Q2 		$52K Buy
+950
New +$50.5K 0.04% 175

Other funds holding FBND

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Stonebridge Financial Planning Group's FBND Position: Q3 2021 in Review

Stonebridge Financial Planning Group sold out of Fidelity Total Bond ETF (FBND) in Q3 2021, closing a stake of 400 shares — an estimated $21K sold.

Stonebridge Financial Planning Group first reported a position in FBND in Q2 2020 and held it in 5 quarters. The position peaked at $52K in Q3 2020. 175 funds tracked by Wall St. Rank hold FBND as of Q3 2021.

  • Stonebridge Financial Planning Group reported no remaining Fidelity Total Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 400 Fidelity Total Bond ETF shares in Q3 2021, an estimated $21K.
  • Stonebridge Financial Planning Group first reported a position in Fidelity Total Bond ETF in Q2 2020 and held it in 5 quarters.
  • Stonebridge Financial Planning Group's Fidelity Total Bond ETF position peaked at $52K in Q3 2020.
  • 175 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2021, filed 8 Nov 2021.