9WM
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9258 Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

9258 Wealth Management’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
Q3 		$213K Hold
4,565
– – 0.03% 332
2024
Q2 		$205K Hold
4,565
– – 0.03% 329
2024
Q1 		$207K Buy
+4,565
New +$207K 0.03% 330

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

9258 Wealth Management's FBND Position: Q3 2024 in Review

9258 Wealth Management held its Fidelity Total Bond ETF (FBND) position steady in Q3 2024 at 4,565 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #332.

9258 Wealth Management first reported a position in FBND in Q1 2024 and has held it in 3 quarters since. 525 funds tracked by Wall St. Rank hold FBND as of Q3 2024.

  • 9258 Wealth Management held 4,565 shares of Fidelity Total Bond ETF worth $213K as of Q3 2024.
  • 9258 Wealth Management left its Fidelity Total Bond ETF share count unchanged in Q3 2024.
  • Fidelity Total Bond ETF made up 0.03% of 9258 Wealth Management's portfolio in Q3 2024, its #332 holding.
  • 9258 Wealth Management first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • 525 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.