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Accredited Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Accredited 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
2025
Q3 		$6.55M Sell
13,968
-115,463
-89% -$5.3M 4.88% 5
2025
Q2 		$5.94M Buy
129,431
+8,345
+7% +$378K 4.82% 5
2025
Q1 		$5.55M Buy
121,086
+15,310
+14% +$693K 4.69% 5
2024
Q4 		$4.77M Buy
+105,776
New +$4.83M 4.17% 5

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Accredited Wealth Management's FBND Position: Q3 2025 in Review

Accredited Wealth Management reduced its Fidelity Total Bond ETF (FBND) stake by 89% in Q3 2025, selling an estimated $5.3M and leaving 13,968 shares worth $6.55M. The position accounts for 4.88% of the portfolio, ranked #5.

Accredited Wealth Management first reported a position in FBND in Q4 2024 and has held it in 4 quarters since. 657 funds tracked by Wall St. Rank hold FBND as of Q3 2025.

  • Accredited Wealth Management held 13,968 shares of Fidelity Total Bond ETF worth $6.55M as of Q3 2025.
  • Accredited Wealth Management sold 115,463 Fidelity Total Bond ETF shares in Q3 2025, an estimated $5.3M.
  • Fidelity Total Bond ETF made up 4.88% of Accredited Wealth Management's portfolio in Q3 2025, its #5 holding.
  • Accredited Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 657 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.