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

Evoke 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
-24,519
Closed -$1.14M – 700
2025
Q3 		$1.14M Buy
+24,519
New +$1.13M 0.02% 235

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 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 $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Evoke Wealth's FBND Position: Q4 2025 in Review

Evoke Wealth sold out of Fidelity Total Bond ETF (FBND) in Q4 2025, closing a stake of 24,519 shares — an estimated $1.14M sold.

Evoke Wealth first reported a position in FBND in Q3 2025 and held it in 1 quarter. The position peaked at $1.14M in Q3 2025. 729 funds tracked by Wall St. Rank hold FBND as of Q4 2025.

  • Evoke Wealth reported no remaining Fidelity Total Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Evoke Wealth sold 24,519 Fidelity Total Bond ETF shares in Q4 2025, an estimated $1.14M.
  • Evoke Wealth first reported a position in Fidelity Total Bond ETF in Q3 2025 and held it in 1 quarter.
  • Evoke Wealth's Fidelity Total Bond ETF position peaked at $1.14M in Q3 2025.
  • 729 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2025.

Based on Evoke Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.