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Ten Capital Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Ten Capital Wealth 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
2021
Q3 		– Sell
-566
Closed -$30K – 450
2021
Q2 		$30K Buy
+566
New +$30K 0.01% 214

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

Ten Capital Wealth Advisors's FBND Position: Q3 2021 in Review

Ten Capital Wealth Advisors sold out of Fidelity Total Bond ETF (FBND) in Q3 2021, closing a stake of 566 shares — an estimated $30K sold.

Ten Capital Wealth Advisors first reported a position in FBND in Q2 2021 and held it in 1 quarter. The position peaked at $30K in Q2 2021. 175 funds tracked by Wall St. Rank hold FBND as of Q3 2021.

  • Ten Capital Wealth Advisors reported no remaining Fidelity Total Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 566 Fidelity Total Bond ETF shares in Q3 2021, an estimated $30K.
  • Ten Capital Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q2 2021 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's Fidelity Total Bond ETF position peaked at $30K in Q2 2021.
  • 175 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2021.

Based on Ten Capital Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.