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Teamwork Financial Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Teamwork Financial Advisors’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
-11,145
Closed -$513K – 187
2023
Q4 		$513K Sell
11,145
-144,801
-93% -$6.39M 0.09% 100
2023
Q3 		$6.79M Buy
155,946
+7,637
+5% +$341K 1.11% 18
2023
Q2 		$6.74M Buy
+148,309
New +$6.79M 1.09% 19

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

Teamwork Financial Advisors's FBND Position: Q1 2024 in Review

Teamwork Financial Advisors sold out of Fidelity Total Bond ETF (FBND) in Q1 2024, closing a stake of 11,145 shares — an estimated $513K sold.

Teamwork Financial Advisors first reported a position in FBND in Q2 2023 and held it in 3 quarters. The position peaked at $6.79M in Q3 2023. 467 funds tracked by Wall St. Rank hold FBND as of Q1 2024.

  • Teamwork Financial Advisors reported no remaining Fidelity Total Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Teamwork Financial Advisors sold 11,145 Fidelity Total Bond ETF shares in Q1 2024, an estimated $513K.
  • Teamwork Financial Advisors first reported a position in Fidelity Total Bond ETF in Q2 2023 and held it in 3 quarters.
  • Teamwork Financial Advisors's Fidelity Total Bond ETF position peaked at $6.79M in Q3 2023.
  • 467 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2024.

Based on Teamwork Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.