Financial & Tax Architects’s Fidelity Total Bond ETF FBND Stock Holding History

Financial & Tax Architects’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	-474,361	Closed	-$21.9M	–	108
2025 Q3	$21.9M	Buy	+474,361	New	+$21.8M	4.84%	2
2025 Q2	–	Sell	-292,033	Closed	-$13.3M	–	100
2025 Q1	$13.3M	Buy	292,033 +7,791	+3%	+$353K	3.35%	7
2024 Q4	$12.8M	Buy	+284,242	New	+$13M	3.25%	7
2024 Q2	–	Sell	-365,913	Closed	-$16.6M	–	87
2024 Q1	$16.6M	Buy	365,913 +69,037	+23%	+$3.13M	4.56%	7
2023 Q4	$13.7M	Buy	+296,876	New	+$13.1M	4.04%	7
2023 Q1	–	Sell	-154,928	Closed	-$7.2M	–	80
2022 Q4	$7.2M	Buy	+154,928	New	+$6.95M	2.46%	7

Other funds holding FBND

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

Align Financial Hermantown, Minnesota $176M AUM

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

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

Financial & Tax Architects's FBND Position: Q4 2025 in Review

Financial & Tax Architects sold out of Fidelity Total Bond ETF (FBND) in Q4 2025, closing a stake of 474,361 shares — an estimated $21.9M sold.

Financial & Tax Architects first reported a position in FBND in Q4 2022 and held it in 6 quarters. The position peaked at $21.9M in Q3 2025. 727 funds tracked by Wall St. Rank hold FBND as of Q4 2025.

Financial & Tax Architects reported no remaining Fidelity Total Bond ETF position as of Q4 2025 after selling out during the quarter.
Financial & Tax Architects sold 474,361 Fidelity Total Bond ETF shares in Q4 2025, an estimated $21.9M.
Financial & Tax Architects first reported a position in Fidelity Total Bond ETF in Q4 2022 and held it in 6 quarters.
Financial & Tax Architects's Fidelity Total Bond ETF position peaked at $21.9M in Q3 2025.
727 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2025.

Based on Financial & Tax Architects's 13F filing for Q4 2025, filed 21 Jan 2026.