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

Grey Fox 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 Q4	–	Sell	-126	Closed	-$5.85K	–	299
2025 Q3	$5.85K	Buy	+126	New	+$5.79K	﹤0.01%	467

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 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 $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Grey Fox Wealth Advisors's FBND Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Fidelity Total Bond ETF (FBND) in Q4 2025, closing a stake of 126 shares — an estimated $5.85K sold.

Grey Fox Wealth Advisors first reported a position in FBND in Q3 2025 and held it in 1 quarter. The position peaked at $5.85K in Q3 2025. 729 funds tracked by Wall St. Rank hold FBND as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Fidelity Total Bond ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 126 Fidelity Total Bond ETF shares in Q4 2025, an estimated $5.85K.
Grey Fox Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q3 2025 and held it in 1 quarter.
Grey Fox Wealth Advisors's Fidelity Total Bond ETF position peaked at $5.85K in Q3 2025.
729 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.