Financial Advocates Investment Management’s Fidelity Total Bond ETF FBND Stock Holding History

Financial Advocates Investment 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	–	Sell	-16,421	Closed	-$768K	–	771
2024 Q3	$768K	Sell	16,421 -3,937	-19%	-$182K	0.04%	362
2024 Q2	$915K	Buy	20,358 +2,613	+15%	+$117K	0.06%	307
2024 Q1	$804K	Buy	+17,745	New	+$805K	0.05%	351
2023 Q4	–	Sell	-5,813	Closed	-$253K	–	745
2023 Q3	$253K	Buy	5,813 +353	+6%	+$15.8K	0.02%	577
2023 Q2	$248K	Buy	+5,460	New	+$250K	0.02%	575

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $1.81T AUM 41.13% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Advocates Investment Management's FBND Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of Fidelity Total Bond ETF (FBND) in Q4 2024, closing a stake of 16,421 shares — an estimated $768K sold.

Financial Advocates Investment Management first reported a position in FBND in Q2 2023 and held it in 5 quarters. The position peaked at $915K in Q2 2024. 602 funds tracked by Wall St. Rank hold FBND as of Q4 2024.

Financial Advocates Investment Management reported no remaining Fidelity Total Bond ETF position as of Q4 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 16,421 Fidelity Total Bond ETF shares in Q4 2024, an estimated $768K.
Financial Advocates Investment Management first reported a position in Fidelity Total Bond ETF in Q2 2023 and held it in 5 quarters.
Financial Advocates Investment Management's Fidelity Total Bond ETF position peaked at $915K in Q2 2024.
602 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.