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

Executive 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
2024
Q4 		$3.37M Buy
75,199
+1,003
+1% +$45.8K 0.26% 99
2024
Q3 		$3.47M Buy
+74,196
New +$3.43M 0.27% 81
2024
Q2 		– Sell
-54,414
Closed -$2.45M – 162
2024
Q1 		$2.45M Buy
+54,414
New +$2.47M 0.21% 98

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Executive Wealth Management's FBND Position: Q4 2024 in Review

Executive Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 1.4% in Q4 2024, buying an estimated $45.8K and bringing the position to 75,199 shares worth $3.37M. The position accounts for 0.26% of the portfolio, ranked #99.

Executive Wealth Management first reported a position in FBND in Q1 2024 and has held it in 3 quarters since. The position peaked at $3.47M in Q3 2024. 601 funds tracked by Wall St. Rank hold FBND as of Q4 2024.

  • Executive Wealth Management held 75,199 shares of Fidelity Total Bond ETF worth $3.37M as of Q4 2024.
  • Executive Wealth Management bought 1,003 Fidelity Total Bond ETF shares in Q4 2024, an estimated $45.8K.
  • Fidelity Total Bond ETF made up 0.26% of Executive Wealth Management's portfolio in Q4 2024, its #99 holding.
  • Executive Wealth Management first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • Executive Wealth Management's Fidelity Total Bond ETF position peaked at $3.47M in Q3 2024.
  • 601 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.