TSWM
FBND icon

Tyler-Stone Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Tyler-Stone Wealth Management’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
-52
Closed -$2.39K – 976
2023
Q4 		$2.39K Hold
52
– – ﹤0.01% 796
2023
Q3 		$2K Buy
+52
New +$2.33K ﹤0.01% 809

Other funds holding FBND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Tyler-Stone Wealth Management's FBND Position: Q1 2024 in Review

Tyler-Stone Wealth Management sold out of Fidelity Total Bond ETF (FBND) in Q1 2024, closing a stake of 52 shares — an estimated $2.39K sold.

Tyler-Stone Wealth Management first reported a position in FBND in Q3 2023 and held it in 2 quarters. The position peaked at $2.39K in Q4 2023. 468 funds tracked by Wall St. Rank hold FBND as of Q1 2024.

  • Tyler-Stone Wealth Management reported no remaining Fidelity Total Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 52 Fidelity Total Bond ETF shares in Q1 2024, an estimated $2.39K.
  • Tyler-Stone Wealth Management first reported a position in Fidelity Total Bond ETF in Q3 2023 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's Fidelity Total Bond ETF position peaked at $2.39K in Q4 2023.
  • 468 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.