ZIG
FBND icon

Zullo Investment Group’s Fidelity Total Bond ETF FBND Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-200
Closed -$9K – 332
2022
Q4 		$9K Hold
200
– – 0.01% 503
2022
Q3 		$9K Hold
200
– – 0.01% 503
2022
Q2 		$9K Hold
200
– – 0.01% 509
2022
Q1 		$10K Hold
200
– – 0.01% 529
2021
Q4 		$11K Buy
+200
New +$10.6K 0.01% 509

Other funds holding FBND

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Zullo Investment Group's FBND Position: Q1 2023 in Review

Zullo Investment Group sold out of Fidelity Total Bond ETF (FBND) in Q1 2023, closing a stake of 200 shares — an estimated $9K sold.

Zullo Investment Group first reported a position in FBND in Q4 2021 and held it in 5 quarters. The position peaked at $11K in Q4 2021. 279 funds tracked by Wall St. Rank hold FBND as of Q1 2023.

  • Zullo Investment Group reported no remaining Fidelity Total Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 200 Fidelity Total Bond ETF shares in Q1 2023, an estimated $9K.
  • Zullo Investment Group first reported a position in Fidelity Total Bond ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Fidelity Total Bond ETF position peaked at $11K in Q4 2021.
  • 279 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.