Matthew Hamilton Rosenberg’s Fidelity Total Bond ETF FBND Stock Holding History

Matthew Hamilton Rosenberg’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	–	Sell	-395	Closed	-$18.5K	–	822
2024 Q3	$18.5K	Hold	395	–	–	﹤0.01%	553
2024 Q2	$17.6K	Hold	395	–	–	0.01%	538
2024 Q1	$17.8K	Hold	395	–	–	0.01%	555
2023 Q4	$18.2K	Hold	395	–	–	0.01%	547
2023 Q3	$17.2K	Hold	395	–	–	0.01%	554
2023 Q2	$17.9K	Hold	395	–	–	0.01%	560
2023 Q1	$18.2K	Hold	395	–	–	0.01%	599
2022 Q4	$17.8K	Hold	395	–	–	0.01%	585
2022 Q3	$18K	Hold	395	–	–	0.01%	575
2022 Q2	$19K	Buy	+395	New	+$18.8K	0.01%	581

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 $1.6B AUM 20.7% 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 $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Matthew Hamilton Rosenberg's FBND Position: Q4 2024 in Review

Matthew Hamilton Rosenberg sold out of Fidelity Total Bond ETF (FBND) in Q4 2024, closing a stake of 395 shares — an estimated $18.5K sold.

Matthew Hamilton Rosenberg first reported a position in FBND in Q2 2022 and held it in 10 quarters. The position peaked at $19K in Q2 2022. 601 funds tracked by Wall St. Rank hold FBND as of Q4 2024.

Matthew Hamilton Rosenberg reported no remaining Fidelity Total Bond ETF position as of Q4 2024 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 395 Fidelity Total Bond ETF shares in Q4 2024, an estimated $18.5K.
Matthew Hamilton Rosenberg first reported a position in Fidelity Total Bond ETF in Q2 2022 and held it in 10 quarters.
Matthew Hamilton Rosenberg's Fidelity Total Bond ETF position peaked at $19K in Q2 2022.
601 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2024, filed 14 Jan 2025.