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Howe & Rusling’s Fidelity Total Bond ETF FBND Stock Holding History

Howe & Rusling’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
Q1 		– Sell
-10,709
Closed -$481K – 440
2024
Q4 		$481K Buy
+10,709
New +$489K 0.04% 157

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Howe & Rusling's FBND Position: Q1 2025 in Review

Howe & Rusling sold out of Fidelity Total Bond ETF (FBND) in Q1 2025, closing a stake of 10,709 shares — an estimated $481K sold.

Howe & Rusling first reported a position in FBND in Q4 2024 and held it in 1 quarter. The position peaked at $481K in Q4 2024. 618 funds tracked by Wall St. Rank hold FBND as of Q1 2025.

  • Howe & Rusling reported no remaining Fidelity Total Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Howe & Rusling sold 10,709 Fidelity Total Bond ETF shares in Q1 2025, an estimated $481K.
  • Howe & Rusling first reported a position in Fidelity Total Bond ETF in Q4 2024 and held it in 1 quarter.
  • Howe & Rusling's Fidelity Total Bond ETF position peaked at $481K in Q4 2024.
  • 618 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2025.

Based on Howe & Rusling's 13F filing for Q1 2025, filed 17 Jun 2025.