VFM
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Vivid Financial Management’s Fidelity Total Bond ETF FBND Stock Holding History

Vivid Financial 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
2021
Q1 		– Sell
-25,904
Closed -$1.41M – 150
2020
Q4 		$1.41M Buy
+25,904
New +$1.41M 0.68% 28

Other funds holding FBND

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Vivid Financial Management's FBND Position: Q1 2021 in Review

Vivid Financial Management sold out of Fidelity Total Bond ETF (FBND) in Q1 2021, closing a stake of 25,904 shares — an estimated $1.41M sold.

Vivid Financial Management first reported a position in FBND in Q4 2020 and held it in 1 quarter. The position peaked at $1.41M in Q4 2020. 164 funds tracked by Wall St. Rank hold FBND as of Q1 2021.

  • Vivid Financial Management reported no remaining Fidelity Total Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Vivid Financial Management sold 25,904 Fidelity Total Bond ETF shares in Q1 2021, an estimated $1.41M.
  • Vivid Financial Management first reported a position in Fidelity Total Bond ETF in Q4 2020 and held it in 1 quarter.
  • Vivid Financial Management's Fidelity Total Bond ETF position peaked at $1.41M in Q4 2020.
  • 164 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2021.

Based on Vivid Financial Management's 13F filing for Q1 2021, filed 14 Apr 2021.