WFA
FBND icon

Wipfli Financial Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Wipfli Financial 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
2022
Q3 		$1.72M Sell
38,687
-88,886
-70% -$4.15M 0.12% 78
2022
Q2 		$5.94M Buy
127,573
+26,293
+26% +$1.25M 0.65% 23
2022
Q1 		$5.04M Buy
101,280
+89,780
+781% +$4.59M 0.51% 21
2021
Q4 		$610K Sell
11,500
-747
-6% -$39.6K 0.07% 30
2021
Q3 		$651K Sell
12,247
-2,760
-18% -$148K 0.08% 25
2021
Q2 		$800K Buy
+15,007
New +$794K 0.11% 22

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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

Wipfli Financial Advisors's FBND Position: Q3 2022 in Review

Wipfli Financial Advisors reduced its Fidelity Total Bond ETF (FBND) stake by 70% in Q3 2022, selling an estimated $4.15M and leaving 38,687 shares worth $1.72M. The position accounts for 0.12% of the portfolio, ranked #78.

Wipfli Financial Advisors first reported a position in FBND in Q2 2021 and has held it in 6 quarters since. The position peaked at $5.94M in Q2 2022. 218 funds tracked by Wall St. Rank hold FBND as of Q3 2022.

  • Wipfli Financial Advisors held 38,687 shares of Fidelity Total Bond ETF worth $1.72M as of Q3 2022.
  • Wipfli Financial Advisors sold 88,886 Fidelity Total Bond ETF shares in Q3 2022, an estimated $4.15M.
  • Fidelity Total Bond ETF made up 0.12% of Wipfli Financial Advisors's portfolio in Q3 2022, its #78 holding.
  • Wipfli Financial Advisors first reported a position in Fidelity Total Bond ETF in Q2 2021 and has held it in 6 quarters since.
  • Wipfli Financial Advisors's Fidelity Total Bond ETF position peaked at $5.94M in Q2 2022.
  • 218 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.