Bridgewealth Advisory Group’s Fidelity Total Bond ETF FBND Stock Holding History

Bridgewealth Advisory 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
2026 Q1	$26.5M	Buy	580,292 +61,233	+12%	+$2.82M	5.49%	4
2025 Q4	$23.9M	Buy	519,059 +100,692	+24%	+$4.67M	5.28%	5
2025 Q3	$19.3M	Buy	418,367 +17,061	+4%	+$783K	4.48%	6
2025 Q2	$18.4M	Buy	401,306 +358,077	+828%	+$16.2M	4.66%	6
2025 Q1	$1.97M	Sell	43,229 -361,159	-89%	-$16.4M	2.59%	12
2024 Q4	$18.3M	Buy	404,388 +82,660	+26%	+$3.78M	5.16%	5
2024 Q3	$15M	Buy	321,728 +41,892	+15%	+$1.94M	5.47%	4
2024 Q2	$12.6M	Buy	279,836 +81,700	+41%	+$3.66M	5.57%	4
2024 Q1	$8.98M	Buy	198,136 +166,291	+522%	+$7.55M	4.39%	6
2023 Q4	$1.47M	Buy	+31,845	New	+$1.41M	1.12%	22

Other funds holding FBND

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return