BXM Wealth’s Fidelity Total Bond ETF FBND Stock Holding History

BXM Wealth’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	-4,793	Closed	-$222K	–	144
2025 Q3	$222K	Buy	+4,793	New	+$220K	0.21%	116

Other funds holding FBND

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

Align Financial Hermantown, Minnesota $202M AUM

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BXM Wealth's FBND Position: Q4 2025 in Review

BXM Wealth sold out of Fidelity Total Bond ETF (FBND) in Q4 2025, closing a stake of 4,793 shares — an estimated $222K sold.

BXM Wealth first reported a position in FBND in Q3 2025 and held it in 1 quarter. The position peaked at $222K in Q3 2025. 727 funds tracked by Wall St. Rank hold FBND as of Q4 2025.

BXM Wealth reported no remaining Fidelity Total Bond ETF position as of Q4 2025 after selling out during the quarter.
BXM Wealth sold 4,793 Fidelity Total Bond ETF shares in Q4 2025, an estimated $222K.
BXM Wealth first reported a position in Fidelity Total Bond ETF in Q3 2025 and held it in 1 quarter.
BXM Wealth's Fidelity Total Bond ETF position peaked at $222K in Q3 2025.
727 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2025.

Based on BXM Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.