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High Falls Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

High Falls 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 		$338K Buy
7,344
+366
+5% +$17K 0.07% 95
2025
Q3 		$323K Buy
6,978
+893
+15% +$41K 0.07% 107
2025
Q2 		$278K Buy
+6,085
New +$275K 0.06% 116

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

High Falls Advisors's FBND Position: Q4 2025 in Review

High Falls Advisors increased its Fidelity Total Bond ETF (FBND) stake by 5.2% in Q4 2025, buying an estimated $17K and bringing the position to 7,344 shares worth $338K. The position accounts for 0.07% of the portfolio, ranked #95.

High Falls Advisors first reported a position in FBND in Q2 2025 and has held it in 3 quarters since. 727 funds tracked by Wall St. Rank hold FBND as of Q4 2025.

  • High Falls Advisors held 7,344 shares of Fidelity Total Bond ETF worth $338K as of Q4 2025.
  • High Falls Advisors bought 366 Fidelity Total Bond ETF shares in Q4 2025, an estimated $17K.
  • Fidelity Total Bond ETF made up 0.07% of High Falls Advisors's portfolio in Q4 2025, its #95 holding.
  • High Falls Advisors first reported a position in Fidelity Total Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 727 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.