JT Stratford LLC’s Fidelity Total Bond ETF FBND Stock Holding History

JT Stratford LLC’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	-4,702	Closed	-$215K	–	313
2025 Q2	$215K	Sell	4,702 -137	-3%	-$6.2K	0.03%	283
2025 Q1	$221K	Buy	4,839 +12	+0.2%	+$544	0.04%	257
2024 Q4	$217K	Buy	+4,827	New	+$221K	0.04%	279
2023 Q3	–	Sell	-7,165	Closed	-$325K	–	237
2023 Q2	$325K	Sell	7,165 -858	-11%	-$39.3K	0.09%	192
2023 Q1	$369K	Buy	8,023 +803	+11%	+$36.8K	0.11%	185
2022 Q4	$325K	Buy	7,220 +354	+5%	+$15.9K	0.1%	181
2022 Q3	$305K	Buy	6,866 +939	+16%	+$43.9K	0.11%	156
2022 Q2	$276K	Buy	+5,927	New	+$282K	0.09%	177

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

JT Stratford LLC's FBND Position: Q3 2025 in Review

JT Stratford LLC sold out of Fidelity Total Bond ETF (FBND) in Q3 2025, closing a stake of 4,702 shares — an estimated $215K sold.

JT Stratford LLC first reported a position in FBND in Q2 2022 and held it in 8 quarters. The position peaked at $369K in Q1 2023. 658 funds tracked by Wall St. Rank hold FBND as of Q3 2025.

JT Stratford LLC reported no remaining Fidelity Total Bond ETF position as of Q3 2025 after selling out during the quarter.
JT Stratford LLC sold 4,702 Fidelity Total Bond ETF shares in Q3 2025, an estimated $215K.
JT Stratford LLC first reported a position in Fidelity Total Bond ETF in Q2 2022 and held it in 8 quarters.
JT Stratford LLC's Fidelity Total Bond ETF position peaked at $369K in Q1 2023.
658 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2025.

Based on JT Stratford LLC's 13F filing for Q3 2025, filed 12 Nov 2025.