Householder Group Estate & Retirement Specialist’s Fidelity Total Bond ETF FBND Stock Holding History

Householder Group Estate & Retirement Specialist’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	$29K	Sell	666 -770	-54%	-$35.2K	0.02%	250
2024 Q3	$67K	Sell	1,436 -70	-5%	-$3.23K	0.02%	434
2024 Q2	$67K	Sell	1,506 -84	-5%	-$3.76K	0.02%	429
2024 Q1	$72K	Buy	1,590 +797	+101%	+$36.2K	0.02%	415
2023 Q4	$36K	Sell	793 -19,893	-96%	-$878K	0.01%	523
2023 Q3	$901K	Buy	+20,686	New	+$925K	0.32%	66

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FBND Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Fidelity Total Bond ETF (FBND) stake by 54% in Q4 2024, selling an estimated $35.2K and leaving 666 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #250.

Householder Group Estate & Retirement Specialist first reported a position in FBND in Q3 2023 and has held it in 6 quarters since. The position peaked at $901K in Q3 2023. 602 funds tracked by Wall St. Rank hold FBND as of Q4 2024.

Householder Group Estate & Retirement Specialist held 666 shares of Fidelity Total Bond ETF worth $29K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 770 Fidelity Total Bond ETF shares in Q4 2024, an estimated $35.2K.
Fidelity Total Bond ETF made up 0.02% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #250 holding.
Householder Group Estate & Retirement Specialist first reported a position in Fidelity Total Bond ETF in Q3 2023 and has held it in 6 quarters since.
Householder Group Estate & Retirement Specialist's Fidelity Total Bond ETF position peaked at $901K in Q3 2023.
602 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.