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Lokken Investment Group’s Fidelity Total Bond ETF FBND Stock Holding History

Lokken Investment 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
2025
Q3 		$9.46M Buy
204,595
+18,551
+10% +$852K 3.25% 6
2025
Q2 		$8.51M Buy
186,044
+20,135
+12% +$911K 3.28% 6
2025
Q1 		$7.57M Buy
165,909
+21,438
+15% +$971K 3.19% 7
2024
Q4 		$6.48M Buy
144,471
+18,754
+15% +$857K 2.8% 8
2024
Q3 		$5.88M Buy
125,717
+8,602
+7% +$398K 2.45% 9
2024
Q2 		$5.26M Buy
117,115
+15,099
+15% +$676K 2.47% 10
2024
Q1 		$4.62M Sell
102,016
-80,439
-44% -$3.65M 2.3% 12
2023
Q4 		$8.4M Buy
182,455
+11,121
+6% +$491K 4.75% 3
2023
Q3 		$7.46M Buy
171,334
+13,649
+9% +$610K 4.89% 3
2023
Q2 		$7.16M Buy
157,685
+13,092
+9% +$599K 4.67% 3
2023
Q1 		$6.65M Buy
144,593
+8,843
+7% +$405K 5.05% 3
2022
Q4 		$6.11M Buy
135,750
+7,414
+6% +$333K 4.82% 3
2022
Q3 		$5.7M Buy
+128,336
New +$6M 4.92% 3

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lokken Investment Group's FBND Position: Q3 2025 in Review

Lokken Investment Group increased its Fidelity Total Bond ETF (FBND) stake by 10% in Q3 2025, buying an estimated $852K and bringing the position to 204,595 shares worth $9.46M. The position accounts for 3.25% of the portfolio, ranked #6.

Lokken Investment Group first reported a position in FBND in Q3 2022 and has held it in 13 quarters since. 653 funds tracked by Wall St. Rank hold FBND as of Q3 2025.

  • Lokken Investment Group held 204,595 shares of Fidelity Total Bond ETF worth $9.46M as of Q3 2025.
  • Lokken Investment Group bought 18,551 Fidelity Total Bond ETF shares in Q3 2025, an estimated $852K.
  • Fidelity Total Bond ETF made up 3.25% of Lokken Investment Group's portfolio in Q3 2025, its #6 holding.
  • Lokken Investment Group first reported a position in Fidelity Total Bond ETF in Q3 2022 and has held it in 13 quarters since.
  • 653 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.