Congress Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History
Bought
Maintained
Sold
Other funds holding FBND
CTB
DWM
Congress Wealth Management's FBND Position: Q2 2025 in Review
Congress Wealth Management reduced its Fidelity Total Bond ETF (FBND) stake by 1.8% in Q2 2025, selling an estimated $118K and leaving 144,076 shares worth $6.59M. The position accounts for 0.06% of the portfolio, ranked #332.
Congress Wealth Management first reported a position in FBND in Q4 2021 and has held it in 6 quarters since. The position peaked at $6.69M in Q1 2025. 626 funds tracked by Wall St. Rank hold FBND as of Q2 2025.
- Congress Wealth Management held 144,076 shares of Fidelity Total Bond ETF worth $6.59M as of Q2 2025.
- Congress Wealth Management sold 2,613 Fidelity Total Bond ETF shares in Q2 2025, an estimated $118K.
- Fidelity Total Bond ETF made up 0.06% of Congress Wealth Management's portfolio in Q2 2025, its #332 holding.
- Congress Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2021 and has held it in 6 quarters since.
- Congress Wealth Management's Fidelity Total Bond ETF position peaked at $6.69M in Q1 2025.
- 626 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.