Moloney Securities Asset Management’s Fidelity Total Bond ETF FBND Stock Holding History

Moloney Securities Asset Management’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	$390K	Buy	8,430 +527	+7%	+$24.2K	0.05%	308
2025 Q2	$362K	Sell	7,903 -154	-2%	-$6.97K	0.04%	325
2025 Q1	$368K	Buy	8,057 +1,051	+15%	+$47.6K	0.05%	313
2024 Q4	$314K	Buy	7,006 +1,132	+19%	+$51.7K	0.04%	335
2024 Q3	$275K	Buy	+5,874	New	+$271K	0.04%	378

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

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moloney Securities Asset Management's FBND Position: Q3 2025 in Review

Moloney Securities Asset Management increased its Fidelity Total Bond ETF (FBND) stake by 6.7% in Q3 2025, buying an estimated $24.2K and bringing the position to 8,430 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #308.

Moloney Securities Asset Management first reported a position in FBND in Q3 2024 and has held it in 5 quarters since. 653 funds tracked by Wall St. Rank hold FBND as of Q3 2025.

Moloney Securities Asset Management held 8,430 shares of Fidelity Total Bond ETF worth $390K as of Q3 2025.
Moloney Securities Asset Management bought 527 Fidelity Total Bond ETF shares in Q3 2025, an estimated $24.2K.
Fidelity Total Bond ETF made up 0.05% of Moloney Securities Asset Management's portfolio in Q3 2025, its #308 holding.
Moloney Securities Asset Management first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 5 quarters since.
653 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.