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VisionPoint Advisory Group’s Fidelity Total Bond ETF FBND Stock Holding History

VisionPoint Advisory 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
2024
Q3 		– Sell
-298
Closed -$13.4K – 417
2024
Q2 		$13.4K Buy
298
+162
+119% +$7.26K ﹤0.01% 462
2024
Q1 		$6.16K Buy
+136
New +$6.17K ﹤0.01% 512

Other funds holding FBND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

VisionPoint Advisory Group's FBND Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Fidelity Total Bond ETF (FBND) in Q3 2024, closing a stake of 298 shares — an estimated $13.4K sold.

VisionPoint Advisory Group first reported a position in FBND in Q1 2024 and held it in 2 quarters. The position peaked at $13.4K in Q2 2024. 526 funds tracked by Wall St. Rank hold FBND as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Fidelity Total Bond ETF position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 298 Fidelity Total Bond ETF shares in Q3 2024, an estimated $13.4K.
  • VisionPoint Advisory Group first reported a position in Fidelity Total Bond ETF in Q1 2024 and held it in 2 quarters.
  • VisionPoint Advisory Group's Fidelity Total Bond ETF position peaked at $13.4K in Q2 2024.
  • 526 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.