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

BKM 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
Q4 		– Sell
-4,621
Closed -$216K – 161
2024
Q3 		$216K Buy
+4,621
New +$214K 0.09% 159
2024
Q1 		– Sell
-2,860
Closed -$132K – 313
2023
Q4 		$132K Buy
+2,860
New +$126K 0.06% 182

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BKM Wealth Management's FBND Position: Q4 2024 in Review

BKM Wealth Management sold out of Fidelity Total Bond ETF (FBND) in Q4 2024, closing a stake of 4,621 shares — an estimated $216K sold.

BKM Wealth Management first reported a position in FBND in Q4 2023 and held it in 2 quarters. The position peaked at $216K in Q3 2024. 601 funds tracked by Wall St. Rank hold FBND as of Q4 2024.

  • BKM Wealth Management reported no remaining Fidelity Total Bond ETF position as of Q4 2024 after selling out during the quarter.
  • BKM Wealth Management sold 4,621 Fidelity Total Bond ETF shares in Q4 2024, an estimated $216K.
  • BKM Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2023 and held it in 2 quarters.
  • BKM Wealth Management's Fidelity Total Bond ETF position peaked at $216K in Q3 2024.
  • 601 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2024.

Based on BKM Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.