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Mount Yale Investment Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Mount Yale 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
Q3 		– Sell
-200
Closed -$9.15K – 988
2025
Q2 		$9.15K Buy
+200
New +$9.05K ﹤0.01% 1153
2022
Q4 		– Sell
-4,597
Closed -$204K – 470
2022
Q3 		$204K Buy
+4,597
New +$215K 0.03% 418

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mount Yale Investment Advisors's FBND Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Fidelity Total Bond ETF (FBND) in Q3 2025, closing a stake of 200 shares — an estimated $9.15K sold.

Mount Yale Investment Advisors first reported a position in FBND in Q3 2022 and held it in 2 quarters. The position peaked at $204K in Q3 2022. 653 funds tracked by Wall St. Rank hold FBND as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Fidelity Total Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 200 Fidelity Total Bond ETF shares in Q3 2025, an estimated $9.15K.
  • Mount Yale Investment Advisors first reported a position in Fidelity Total Bond ETF in Q3 2022 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Fidelity Total Bond ETF position peaked at $204K in Q3 2022.
  • 653 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.