CA
FBND icon

Claro Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Claro Advisors’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
-14,424
Closed -$667K – 428
2025
Q3 		$667K Buy
+14,424
New +$662K 0.1% 180

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

Claro Advisors's FBND Position: Q4 2025 in Review

Claro Advisors sold out of Fidelity Total Bond ETF (FBND) in Q4 2025, closing a stake of 14,424 shares — an estimated $667K sold.

Claro Advisors first reported a position in FBND in Q3 2025 and held it in 1 quarter. The position peaked at $667K in Q3 2025. 727 funds tracked by Wall St. Rank hold FBND as of Q4 2025.

  • Claro Advisors reported no remaining Fidelity Total Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Claro Advisors sold 14,424 Fidelity Total Bond ETF shares in Q4 2025, an estimated $667K.
  • Claro Advisors first reported a position in Fidelity Total Bond ETF in Q3 2025 and held it in 1 quarter.
  • Claro Advisors's Fidelity Total Bond ETF position peaked at $667K in Q3 2025.
  • 727 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2025.

Based on Claro Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.