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

Aprio 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
Q4 		– Sell
-10,193
Closed -$471K – 549
2025
Q3 		$471K Sell
10,193
-1,074
-10% -$49.3K 0.05% 231
2025
Q2 		$515K Sell
11,267
-630
-5% -$28.5K 0.06% 181
2025
Q1 		$543K Buy
11,897
+2,494
+27% +$113K 0.07% 168
2024
Q4 		$422K Buy
9,403
+61
+0.7% +$2.79K 0.06% 154
2024
Q3 		$437K Sell
9,342
-411
-4% -$19K 0.07% 134
2024
Q2 		$438K Buy
+9,753
New +$437K 0.08% 117
2024
Q1 		– Sell
-14,207
Closed -$654K – 246
2023
Q4 		$654K Buy
14,207
+4,595
+48% +$203K 0.15% 83
2023
Q3 		$419K Buy
9,612
+2,277
+31% +$102K 0.12% 93
2023
Q2 		$333K Buy
+7,335
New +$336K 0.09% 98

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Aprio Wealth Management's FBND Position: Q4 2025 in Review

Aprio Wealth Management sold out of Fidelity Total Bond ETF (FBND) in Q4 2025, closing a stake of 10,193 shares — an estimated $471K sold.

Aprio Wealth Management first reported a position in FBND in Q2 2023 and held it in 9 quarters. The position peaked at $654K in Q4 2023. 727 funds tracked by Wall St. Rank hold FBND as of Q4 2025.

  • Aprio Wealth Management reported no remaining Fidelity Total Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Aprio Wealth Management sold 10,193 Fidelity Total Bond ETF shares in Q4 2025, an estimated $471K.
  • Aprio Wealth Management first reported a position in Fidelity Total Bond ETF in Q2 2023 and held it in 9 quarters.
  • Aprio Wealth Management's Fidelity Total Bond ETF position peaked at $654K in Q4 2023.
  • 727 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2025.

Based on Aprio Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.