GRP
FBND icon

Global Retirement Partners’s Fidelity Total Bond ETF FBND Stock Holding History

Global Retirement Partners’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 		$35M Buy
759,690
+40,263
+6% +$1.87M 0.62% 28
2025
Q3 		$33.3M Buy
719,427
+163,140
+29% +$7.49M 0.74% 23
2025
Q2 		$25.5M Buy
+556,287
New +$25.2M 0.63% 29
2024
Q4 		$19.7M Sell
438,597
-7,445
-2% -$340K 0.56% 33
2024
Q3 		$20.8M Buy
446,042
+72,066
+19% +$3.33M 0.63% 30
2024
Q2 		$16.8M Buy
373,976
+79,608
+27% +$3.57M 0.53% 38
2024
Q1 		$13.3M Buy
294,368
+286,583
+3,681% +$13M 0.5% 38
2023
Q4 		$355K Buy
7,785
+2,094
+37% +$92.4K 0.01% 567
2023
Q3 		$246K Buy
5,691
+796
+16% +$35.6K 0.01% 601
2023
Q2 		$222K Sell
4,895
-167
-3% -$7.64K 0.01% 653
2023
Q1 		$234K Buy
5,062
+1,276
+34% +$58.5K 0.01% 611
2022
Q4 		$170K Sell
3,786
-1,418
-27% -$63.6K 0.01% 645
2022
Q3 		$228K Buy
5,204
+1,377
+36% +$64.3K 0.02% 531
2022
Q2 		$178K Buy
3,827
+5
+0.1% +$238 0.01% 581
2022
Q1 		$183K Buy
+3,822
New +$195K 0.01% 576
2021
Q4 		– Sell
-3,245
Closed -$172K – 724
2021
Q3 		$172K Buy
3,245
+2,028
+167% +$109K 0.02% 503
2021
Q2 		$65K Hold
1,217
– – 0.01% 759
2021
Q1 		$64K Buy
1,217
+142
+13% +$7.57K 0.01% 697
2020
Q4 		$58K Buy
1,075
+575
+115% +$31.4K 0.01% 683
2020
Q3 		$27K Sell
500
-8,954
-95% -$491K ﹤0.01% 825
2020
Q2 		$510K Buy
+9,454
New +$503K 0.08% 212

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Global Retirement Partners's FBND Position: Q4 2025 in Review

Global Retirement Partners increased its Fidelity Total Bond ETF (FBND) stake by 5.6% in Q4 2025, buying an estimated $1.87M and bringing the position to 759,690 shares worth $35M. The position accounts for 0.62% of the portfolio, ranked #28.

Global Retirement Partners first reported a position in FBND in Q2 2020 and has held it in 21 quarters since. 727 funds tracked by Wall St. Rank hold FBND as of Q4 2025.

  • Global Retirement Partners held 759,690 shares of Fidelity Total Bond ETF worth $35M as of Q4 2025.
  • Global Retirement Partners bought 40,263 Fidelity Total Bond ETF shares in Q4 2025, an estimated $1.87M.
  • Fidelity Total Bond ETF made up 0.62% of Global Retirement Partners's portfolio in Q4 2025, its #28 holding.
  • Global Retirement Partners first reported a position in Fidelity Total Bond ETF in Q2 2020 and has held it in 21 quarters since.
  • 727 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.