Intelligence Driven Advisers’s Fidelity Total Bond ETF FBND Stock Holding History

Intelligence Driven Advisers’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 Q3	–	Sell	-4,487	Closed	-$205K	–	125
2025 Q2	$205K	Sell	4,487 -463	-9%	-$21K	0.03%	113
2025 Q1	$226K	Sell	4,950 -1,037	-17%	-$47K	0.04%	88
2024 Q4	$269K	Sell	5,987 -1,923	-24%	-$87.9K	0.05%	82
2024 Q3	$370K	Sell	7,910 -1,548	-16%	-$71.5K	0.05%	72
2024 Q2	$425K	Buy	9,458 +4,858	+106%	+$218K	0.06%	69
2024 Q1	$208K	Sell	4,600 -3,047	-40%	-$138K	0.03%	89
2023 Q4	$350K	Buy	+7,647	New	+$337K	0.06%	62
2022 Q4	–	Sell	-103,758	Closed	-$4.63M	–	104
2022 Q3	$4.63M	Sell	103,758 -44,794	-30%	-$2.09M	0.93%	29
2022 Q2	$6.95M	Sell	148,552 -35,593	-19%	-$1.7M	1.36%	25
2022 Q1	$9.04M	Buy	+184,145	New	+$9.41M	1.65%	21

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Intelligence Driven Advisers's FBND Position: Q3 2025 in Review

Intelligence Driven Advisers sold out of Fidelity Total Bond ETF (FBND) in Q3 2025, closing a stake of 4,487 shares — an estimated $205K sold.

Intelligence Driven Advisers first reported a position in FBND in Q1 2022 and held it in 10 quarters. The position peaked at $9.04M in Q1 2022. 658 funds tracked by Wall St. Rank hold FBND as of Q3 2025.

Intelligence Driven Advisers reported no remaining Fidelity Total Bond ETF position as of Q3 2025 after selling out during the quarter.
Intelligence Driven Advisers sold 4,487 Fidelity Total Bond ETF shares in Q3 2025, an estimated $205K.
Intelligence Driven Advisers first reported a position in Fidelity Total Bond ETF in Q1 2022 and held it in 10 quarters.
Intelligence Driven Advisers's Fidelity Total Bond ETF position peaked at $9.04M in Q1 2022.
658 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2025.

Based on Intelligence Driven Advisers's 13F filing for Q3 2025, filed 10 Nov 2025.