FSM Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

FSM Wealth Advisors’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 Q1	–	Sell	-10,658	Closed	-$479K	–	214
2024 Q4	$479K	Buy	10,658 +676	+7%	+$30.9K	0.12%	100
2024 Q3	$467K	Buy	+9,982	New	+$461K	0.12%	97
2024 Q2	–	Sell	-4,447	Closed	-$202K	–	164
2024 Q1	$202K	Hold	4,447	–	–	0.07%	163
2023 Q4	$205K	Buy	+4,447	New	+$196K	0.09%	149
2023 Q1	–	Sell	-4,520	Closed	-$204K	–	157
2022 Q4	$204K	Buy	+4,520	New	+$203K	0.14%	137

Other funds holding FBND

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

FSM Wealth Advisors's FBND Position: Q1 2025 in Review

FSM Wealth Advisors sold out of Fidelity Total Bond ETF (FBND) in Q1 2025, closing a stake of 10,658 shares — an estimated $479K sold.

FSM Wealth Advisors first reported a position in FBND in Q4 2022 and held it in 5 quarters. The position peaked at $479K in Q4 2024. 619 funds tracked by Wall St. Rank hold FBND as of Q1 2025.

FSM Wealth Advisors reported no remaining Fidelity Total Bond ETF position as of Q1 2025 after selling out during the quarter.
FSM Wealth Advisors sold 10,658 Fidelity Total Bond ETF shares in Q1 2025, an estimated $479K.
FSM Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q4 2022 and held it in 5 quarters.
FSM Wealth Advisors's Fidelity Total Bond ETF position peaked at $479K in Q4 2024.
619 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2025.

Based on FSM Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.