HWP
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Highline Wealth Partners’s Fidelity Total Bond ETF FBND Stock Holding History

Highline Wealth 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
2024
Q4 		– Sell
-998
Closed -$46.6K – 626
2024
Q3 		$46.6K Buy
+998
New +$46.1K 0.02% 133

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Highline Wealth Partners's FBND Position: Q4 2024 in Review

Highline Wealth Partners sold out of Fidelity Total Bond ETF (FBND) in Q4 2024, closing a stake of 998 shares — an estimated $46.6K sold.

Highline Wealth Partners first reported a position in FBND in Q3 2024 and held it in 1 quarter. The position peaked at $46.6K in Q3 2024. 603 funds tracked by Wall St. Rank hold FBND as of Q4 2024.

  • Highline Wealth Partners reported no remaining Fidelity Total Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Highline Wealth Partners sold 998 Fidelity Total Bond ETF shares in Q4 2024, an estimated $46.6K.
  • Highline Wealth Partners first reported a position in Fidelity Total Bond ETF in Q3 2024 and held it in 1 quarter.
  • Highline Wealth Partners's Fidelity Total Bond ETF position peaked at $46.6K in Q3 2024.
  • 603 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2024.

Based on Highline Wealth Partners's 13F filing for Q4 2024, filed 10 Jan 2025.