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LPF Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

LPF Advisors’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 		$12.3M Buy
268,452
+16,250
+6% +$736K 10.03% 5
2024
Q4 		$11.3M Buy
252,202
+13,570
+6% +$620K 9.47% 5
2024
Q3 		$11.2M Buy
238,632
+11,820
+5% +$546K 9.54% 5
2024
Q2 		$10.2M Buy
226,812
+7,408
+3% +$332K 9.4% 5
2024
Q1 		$9.94M Buy
219,404
+5,276
+2% +$239K 9.96% 5
2023
Q4 		$9.86M Buy
+214,128
New +$9.45M 10.48% 5

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 $374B AUM 17.66% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

LPF Advisors's FBND Position: Q1 2025 in Review

LPF Advisors increased its Fidelity Total Bond ETF (FBND) stake by 6.4% in Q1 2025, buying an estimated $736K and bringing the position to 268,452 shares worth $12.3M. The position accounts for 10.03% of the portfolio, ranked #5.

LPF Advisors first reported a position in FBND in Q4 2023 and has held it in 6 quarters since. 618 funds tracked by Wall St. Rank hold FBND as of Q1 2025.

  • LPF Advisors held 268,452 shares of Fidelity Total Bond ETF worth $12.3M as of Q1 2025.
  • LPF Advisors bought 16,250 Fidelity Total Bond ETF shares in Q1 2025, an estimated $736K.
  • Fidelity Total Bond ETF made up 10.03% of LPF Advisors's portfolio in Q1 2025, its #5 holding.
  • LPF Advisors first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • 618 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2025.

Based on LPF Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.