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Lindbrook Capital’s Fidelity Total Bond ETF FBND Stock Holding History

Lindbrook Capital’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 		$41.3K Buy
904
+200
+28% +$9.06K ﹤0.01% 1085
2024
Q4 		$31.6K Buy
+704
New +$32.2K ﹤0.01% 1027
2020
Q1 		– Sell
-43
Closed -$2K – 1729
2019
Q4 		$2K Buy
+43
New +$2.22K ﹤0.01% 1281

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 $424B AUM 22.96% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Lindbrook Capital's FBND Position: Q1 2025 in Review

Lindbrook Capital increased its Fidelity Total Bond ETF (FBND) stake by 28% in Q1 2025, buying an estimated $9.06K and bringing the position to 904 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Lindbrook Capital first reported a position in FBND in Q4 2019 and has held it in 3 quarters since. 619 funds tracked by Wall St. Rank hold FBND as of Q1 2025.

  • Lindbrook Capital held 904 shares of Fidelity Total Bond ETF worth $41.3K as of Q1 2025.
  • Lindbrook Capital bought 200 Fidelity Total Bond ETF shares in Q1 2025, an estimated $9.06K.
  • Fidelity Total Bond ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1085 holding.
  • Lindbrook Capital first reported a position in Fidelity Total Bond ETF in Q4 2019 and has held it in 3 quarters since.
  • 619 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.