WFG Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

WFG Advisors’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
2017 Q2	$20K	Hold	400	–	–	﹤0.01%	961
2017 Q1	$20K	Hold	400	–	–	0.01%	880
2016 Q4	$20K	Hold	400	–	–	﹤0.01%	938
2016 Q3	$20K	Hold	400	–	–	0.01%	946
2016 Q2	$20K	Hold	400	–	–	0.01%	912
2016 Q1	$20K	Hold	400	–	–	0.01%	890
2015 Q4	$19K	Hold	400	–	–	0.01%	910
2015 Q3	$19K	Hold	400	–	–	0.01%	900
2015 Q2	$20K	Hold	400	–	–	0.01%	972
2015 Q1	$20K	Buy	+400	New	+$20.2K	0.01%	983

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

WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SXL

Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

WFG Advisors's FBND Position: Q2 2017 in Review

WFG Advisors held its Fidelity Total Bond ETF (FBND) position steady in Q2 2017 at 400 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

WFG Advisors first reported a position in FBND in Q1 2015 and has held it in 10 quarters since. 39 funds tracked by Wall St. Rank hold FBND as of Q2 2017.

WFG Advisors held 400 shares of Fidelity Total Bond ETF worth $20K as of Q2 2017.
WFG Advisors left its Fidelity Total Bond ETF share count unchanged in Q2 2017.
Fidelity Total Bond ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #961 holding.
WFG Advisors first reported a position in Fidelity Total Bond ETF in Q1 2015 and has held it in 10 quarters since.
39 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.