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Wagner Wealth Management (South Carolina)’s Fidelity Total Bond ETF FBND Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$1K Buy
26
+1
+4% +$49 ﹤0.01% 607
2018
Q2 		$1K Hold
25
– – ﹤0.01% 574
2018
Q1 		$1K Hold
25
– – ﹤0.01% 535
2017
Q4 		$1K Buy
+25
New +$1.26K ﹤0.01% 722

Other funds holding FBND

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
EWF
Epstein & White Financial San Diego, California $379M AUM 31.08% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WA
WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s FBND Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) increased its Fidelity Total Bond ETF (FBND) stake by 4% in Q3 2018, buying an estimated $49 and bringing the position to 26 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Wagner Wealth Management (South Carolina) first reported a position in FBND in Q4 2017 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold FBND as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 26 shares of Fidelity Total Bond ETF worth $1K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) bought 1 Fidelity Total Bond ETF share in Q3 2018, an estimated $49.
  • Fidelity Total Bond ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #607 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Fidelity Total Bond ETF in Q4 2017 and has held it in 4 quarters since.
  • 64 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.