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Moneta Group Investment Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Moneta Group Investment 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 		– Sell
-4,983
Closed -$224K – 678
2024
Q4 		$224K Buy
4,983
+377
+8% +$17.2K ﹤0.01% 604
2024
Q3 		$215K Buy
+4,606
New +$213K ﹤0.01% 605

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

Moneta Group Investment Advisors's FBND Position: Q1 2025 in Review

Moneta Group Investment Advisors sold out of Fidelity Total Bond ETF (FBND) in Q1 2025, closing a stake of 4,983 shares — an estimated $224K sold.

Moneta Group Investment Advisors first reported a position in FBND in Q3 2024 and held it in 2 quarters. The position peaked at $224K in Q4 2024. 618 funds tracked by Wall St. Rank hold FBND as of Q1 2025.

  • Moneta Group Investment Advisors reported no remaining Fidelity Total Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 4,983 Fidelity Total Bond ETF shares in Q1 2025, an estimated $224K.
  • Moneta Group Investment Advisors first reported a position in Fidelity Total Bond ETF in Q3 2024 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Fidelity Total Bond ETF position peaked at $224K in Q4 2024.
  • 618 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.