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GeoWealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-4,436
Closed -$199K – 1294
2024
Q4 		$199K Sell
4,436
-29,988
-87% -$1.37M 0.01% 768
2024
Q3 		$1.61M Sell
34,424
-6,812
-17% -$315K 0.06% 214
2024
Q2 		$1.85M Sell
41,236
-298
-0.7% -$13.3K 0.08% 168
2024
Q1 		$1.88M Buy
41,534
+9,711
+31% +$441K 0.07% 184
2023
Q4 		$1.47M Buy
31,823
+6,447
+25% +$285K 0.12% 163
2023
Q3 		$1.1M Buy
+25,376
New +$1.13M 0.13% 138
2021
Q4 		– Sell
-17,391
Closed -$924K – 388
2021
Q3 		$924K Buy
+17,391
New +$933K 0.08% 163

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
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
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

GeoWealth Management's FBND Position: Q1 2025 in Review

GeoWealth Management sold out of Fidelity Total Bond ETF (FBND) in Q1 2025, closing a stake of 4,436 shares — an estimated $199K sold.

GeoWealth Management first reported a position in FBND in Q3 2021 and held it in 7 quarters. The position peaked at $1.88M in Q1 2024. 618 funds tracked by Wall St. Rank hold FBND as of Q1 2025.

  • GeoWealth Management reported no remaining Fidelity Total Bond ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 4,436 Fidelity Total Bond ETF shares in Q1 2025, an estimated $199K.
  • GeoWealth Management first reported a position in Fidelity Total Bond ETF in Q3 2021 and held it in 7 quarters.
  • GeoWealth Management's Fidelity Total Bond ETF position peaked at $1.88M in Q1 2024.
  • 618 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.