CWM
FBND icon

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

Congress 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
Q2 		$6.59M Sell
144,076
-2,613
-2% -$118K 0.06% 332
2025
Q1 		$6.69M Buy
146,689
+140,608
+2,312% +$6.37M 0.08% 278
2024
Q4 		$273K Sell
6,081
-248
-4% -$11.3K ﹤0.01% 786
2024
Q3 		$296K Buy
+6,329
New +$292K ﹤0.01% 732
2022
Q2 		– Sell
-6,915
Closed -$344K – 573
2022
Q1 		$344K Sell
6,915
-2,201
-24% -$113K 0.01% 489
2021
Q4 		$483K Buy
+9,116
New +$484K 0.01% 472

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
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
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return