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McCarthy & Cox’s Fidelity Total Bond ETF FBND Stock Holding History

McCarthy & Cox’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
Q4 		– Sell
-4,890
Closed -$226K – 30
2025
Q3 		$226K Sell
4,890
-573
-10% -$26.3K 0.05% 64
2025
Q2 		$250K Buy
5,463
+13
+0.2% +$588 0.07% 58
2025
Q1 		$249K Buy
+5,450
New +$247K 0.11% 54

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

McCarthy & Cox's FBND Position: Q4 2025 in Review

McCarthy & Cox sold out of Fidelity Total Bond ETF (FBND) in Q4 2025, closing a stake of 4,890 shares — an estimated $226K sold.

McCarthy & Cox first reported a position in FBND in Q1 2025 and held it in 3 quarters. The position peaked at $250K in Q2 2025. 727 funds tracked by Wall St. Rank hold FBND as of Q4 2025.

  • McCarthy & Cox reported no remaining Fidelity Total Bond ETF position as of Q4 2025 after selling out during the quarter.
  • McCarthy & Cox sold 4,890 Fidelity Total Bond ETF shares in Q4 2025, an estimated $226K.
  • McCarthy & Cox first reported a position in Fidelity Total Bond ETF in Q1 2025 and held it in 3 quarters.
  • McCarthy & Cox's Fidelity Total Bond ETF position peaked at $250K in Q2 2025.
  • 727 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.