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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 $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

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. 467 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.
  • 467 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.