Koesten Hirschmann & Crabtree’s Fidelity Total Bond ETF FBND Stock Holding History

Koesten Hirschmann & Crabtree’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 Q4	–	Sell	-93	Closed	-$4.3K	–	104
2025 Q3	$4.3K	Buy	93 +9	+11%	+$413	﹤0.01%	167
2025 Q2	$3.84K	Buy	84 +4	+5%	+$181	﹤0.01%	195
2025 Q1	$3.65K	Sell	80 -133	-62%	-$6.02K	﹤0.01%	155
2024 Q4	$9.56K	Buy	213 +23	+12%	+$1.05K	0.01%	128
2024 Q3	$8.88K	Buy	190 +29	+18%	+$1.34K	0.01%	127
2024 Q2	$7.29K	Hold	161	–	–	﹤0.01%	145
2024 Q1	$7.29K	Buy	161 +43	+36%	+$1.95K	﹤0.01%	145
2023 Q4	$5.43K	Buy	118 +14	+13%	+$618	﹤0.01%	136
2023 Q3	$4.53K	Buy	104 +14	+16%	+$626	﹤0.01%	131
2023 Q2	$4.09K	Buy	90 +36	+67%	+$1.65K	﹤0.01%	123
2023 Q1	$2.48K	Sell	54 -3	-5%	-$138	﹤0.01%	151
2022 Q4	$2.57K	Buy	+57	New	+$2.56K	﹤0.01%	130

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Koesten Hirschmann & Crabtree's FBND Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of Fidelity Total Bond ETF (FBND) in Q4 2025, closing a stake of 93 shares — an estimated $4.3K sold.

Koesten Hirschmann & Crabtree first reported a position in FBND in Q4 2022 and held it in 12 quarters. The position peaked at $9.56K in Q4 2024. 729 funds tracked by Wall St. Rank hold FBND as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining Fidelity Total Bond ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 93 Fidelity Total Bond ETF shares in Q4 2025, an estimated $4.3K.
Koesten Hirschmann & Crabtree first reported a position in Fidelity Total Bond ETF in Q4 2022 and held it in 12 quarters.
Koesten Hirschmann & Crabtree's Fidelity Total Bond ETF position peaked at $9.56K in Q4 2024.
729 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.