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Washington Trust’s Fidelity Total Bond ETF FBND Stock Holding History

Washington Trust’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
Q2 		– Sell
-4,816
Closed -$218K – 880
2024
Q1 		$218K Buy
+4,816
New +$219K 0.01% 272

Other funds holding FBND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Washington Trust's FBND Position: Q2 2024 in Review

Washington Trust sold out of Fidelity Total Bond ETF (FBND) in Q2 2024, closing a stake of 4,816 shares — an estimated $218K sold.

Washington Trust first reported a position in FBND in Q1 2024 and held it in 1 quarter. The position peaked at $218K in Q1 2024. 476 funds tracked by Wall St. Rank hold FBND as of Q2 2024.

  • Washington Trust reported no remaining Fidelity Total Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Washington Trust sold 4,816 Fidelity Total Bond ETF shares in Q2 2024, an estimated $218K.
  • Washington Trust first reported a position in Fidelity Total Bond ETF in Q1 2024 and held it in 1 quarter.
  • Washington Trust's Fidelity Total Bond ETF position peaked at $218K in Q1 2024.
  • 476 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2024.

Based on Washington Trust's 13F filing for Q2 2024, filed 15 Jul 2024.