Glassman Wealth Services’s Fidelity Total Bond ETF FBND Stock Holding History

Glassman Wealth Services’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 Q2	–	Sell	-1,567	Closed	-$71.5K	–	187
2025 Q1	$71.5K	Hold	1,567	–	–	0.01%	98
2024 Q4	$70.3K	Buy	+1,567	New	+$71.6K	0.01%	96
2022 Q3	–	Sell	-1,985	Closed	-$92K	–	1758
2022 Q2	$92K	Hold	1,985	–	–	0.02%	264
2022 Q1	$99K	Buy	+1,985	New	+$101K	0.02%	263
2021 Q4	–	Sell	-1,985	Closed	-$105K	–	1714
2021 Q3	$105K	Hold	1,985	–	–	0.02%	235
2021 Q2	$106K	Hold	1,985	–	–	0.02%	224
2021 Q1	$104K	Hold	1,985	–	–	0.02%	219
2020 Q4	$108K	Hold	1,985	–	–	0.02%	214
2020 Q3	$108K	Hold	1,985	–	–	0.03%	187
2020 Q2	$107K	Hold	1,985	–	–	0.03%	162
2020 Q1	$103K	Hold	1,985	–	–	0.04%	158
2019 Q4	$103K	Hold	1,985	–	–	0.04%	177
2019 Q3	$103K	Hold	1,985	–	–	0.04%	157
2019 Q2	$101K	Hold	1,985	–	–	0.04%	162
2019 Q1	$99K	Hold	1,985	–	–	0.04%	163
2018 Q4	$96K	Hold	1,985	–	–	0.05%	142
2018 Q3	$96K	Hold	1,985	–	–	0.04%	162
2018 Q2	$97K	Hold	1,985	–	–	0.05%	141
2018 Q1	$98K	Hold	1,985	–	–	0.06%	126
2017 Q4	$100K	Hold	1,985	–	–	0.06%	114
2017 Q3	$100K	Hold	1,985	–	–	0.07%	111
2017 Q2	$100K	Buy	+1,985	New	+$99.7K	0.07%	110

Other funds holding FBND

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Glassman Wealth Services's FBND Position: Q2 2025 in Review

Glassman Wealth Services sold out of Fidelity Total Bond ETF (FBND) in Q2 2025, closing a stake of 1,567 shares — an estimated $71.5K sold.

Glassman Wealth Services first reported a position in FBND in Q2 2017 and held it in 22 quarters. The position peaked at $108K in Q4 2020. 623 funds tracked by Wall St. Rank hold FBND as of Q2 2025.

Glassman Wealth Services reported no remaining Fidelity Total Bond ETF position as of Q2 2025 after selling out during the quarter.
Glassman Wealth Services sold 1,567 Fidelity Total Bond ETF shares in Q2 2025, an estimated $71.5K.
Glassman Wealth Services first reported a position in Fidelity Total Bond ETF in Q2 2017 and held it in 22 quarters.
Glassman Wealth Services's Fidelity Total Bond ETF position peaked at $108K in Q4 2020.
623 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2025.

Based on Glassman Wealth Services's 13F filing for Q2 2025, filed 8 Aug 2025.