EWG Elevate’s Fidelity Total Bond ETF FBND Stock Holding History

EWG Elevate’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 Q3	–	Sell	-28,533	Closed	-$1.31M	–	135
2025 Q2	$1.31M	Sell	28,533 -23,281	-45%	-$1.05M	0.4%	66
2025 Q1	$2.37M	Buy	51,814 +26,175	+102%	+$1.19M	0.88%	35
2024 Q4	$1.15M	Buy	25,639 +5,115	+25%	+$234K	0.35%	67
2024 Q3	$959K	Buy	20,524 +1,295	+7%	+$59.8K	0.39%	48
2024 Q2	$864K	Buy	19,229 +3,844	+25%	+$172K	0.32%	70
2024 Q1	$697K	Buy	+15,385	New	+$698K	0.27%	74
2023 Q1	–	Sell	-39	Closed	-$1.76K	–	281
2022 Q4	$1.76K	Buy	+39	New	+$1.75K	﹤0.01%	595

Other funds holding FBND

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWG Elevate's FBND Position: Q3 2025 in Review

EWG Elevate sold out of Fidelity Total Bond ETF (FBND) in Q3 2025, closing a stake of 28,533 shares — an estimated $1.31M sold.

EWG Elevate first reported a position in FBND in Q4 2022 and held it in 7 quarters. The position peaked at $2.37M in Q1 2025. 653 funds tracked by Wall St. Rank hold FBND as of Q3 2025.

EWG Elevate reported no remaining Fidelity Total Bond ETF position as of Q3 2025 after selling out during the quarter.
EWG Elevate sold 28,533 Fidelity Total Bond ETF shares in Q3 2025, an estimated $1.31M.
EWG Elevate first reported a position in Fidelity Total Bond ETF in Q4 2022 and held it in 7 quarters.
EWG Elevate's Fidelity Total Bond ETF position peaked at $2.37M in Q1 2025.
653 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.