Lake Street Advisors Group’s Fidelity Total Bond ETF FBND Stock Holding History

Lake Street Advisors Group’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	$1.51M	Buy	33,445 +52	+0.2%	+$2.38K	0.07%	176
2024 Q3	$1.57M	Buy	33,393 +60	+0.2%	+$2.77K	0.07%	160
2024 Q2	$1.5M	Buy	33,333 +60	+0.2%	+$2.69K	0.07%	164
2024 Q1	$1.51M	Buy	33,273 +57	+0.2%	+$2.59K	0.07%	171
2023 Q4	$1.54M	Buy	33,216 +55	+0.2%	+$2.43K	0.08%	168
2023 Q3	$1.45M	Buy	33,161 +55	+0.2%	+$2.46K	0.09%	137
2023 Q2	$1.5M	Sell	33,106 -1,046	-3%	-$47.9K	0.08%	145
2023 Q1	$1.57M	Buy	34,152 +47	+0.1%	+$2.15K	0.1%	128
2022 Q4	$1.53M	Buy	+34,105	New	+$1.53M	0.1%	126

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

Lake Street Advisors Group's FBND Position: Q4 2024 in Review

Lake Street Advisors Group increased its Fidelity Total Bond ETF (FBND) stake by 0.16% in Q4 2024, buying an estimated $2.38K and bringing the position to 33,445 shares worth $1.51M. The position accounts for 0.07% of the portfolio, ranked #176.

Lake Street Advisors Group first reported a position in FBND in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.57M in Q1 2023. 602 funds tracked by Wall St. Rank hold FBND as of Q4 2024.

Lake Street Advisors Group held 33,445 shares of Fidelity Total Bond ETF worth $1.51M as of Q4 2024.
Lake Street Advisors Group bought 52 Fidelity Total Bond ETF shares in Q4 2024, an estimated $2.38K.
Fidelity Total Bond ETF made up 0.07% of Lake Street Advisors Group's portfolio in Q4 2024, its #176 holding.
Lake Street Advisors Group first reported a position in Fidelity Total Bond ETF in Q4 2022 and has held it in 9 quarters since.
Lake Street Advisors Group's Fidelity Total Bond ETF position peaked at $1.57M in Q1 2023.
602 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.