MOS
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MGO One Seven’s Fidelity Total Bond ETF FBND Stock Holding History

MGO One Seven’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
-12,608
Closed -$589K – 1089
2024
Q3 		$589K Buy
12,608
+3,637
+41% +$168K 0.03% 532
2024
Q2 		$403K Buy
8,971
+3,855
+75% +$173K 0.02% 641
2024
Q1 		$232K Sell
5,116
-1,084
-17% -$49.2K 0.01% 797
2023
Q4 		$285K Buy
+6,200
New +$274K 0.02% 719

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MGO One Seven's FBND Position: Q4 2024 in Review

MGO One Seven sold out of Fidelity Total Bond ETF (FBND) in Q4 2024, closing a stake of 12,608 shares — an estimated $589K sold.

MGO One Seven first reported a position in FBND in Q4 2023 and held it in 4 quarters. The position peaked at $589K in Q3 2024. 601 funds tracked by Wall St. Rank hold FBND as of Q4 2024.

  • MGO One Seven reported no remaining Fidelity Total Bond ETF position as of Q4 2024 after selling out during the quarter.
  • MGO One Seven sold 12,608 Fidelity Total Bond ETF shares in Q4 2024, an estimated $589K.
  • MGO One Seven first reported a position in Fidelity Total Bond ETF in Q4 2023 and held it in 4 quarters.
  • MGO One Seven's Fidelity Total Bond ETF position peaked at $589K in Q3 2024.
  • 601 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2024.

Based on MGO One Seven's 13F filing for Q4 2024, filed 14 Feb 2025.