NBT Bank’s Fidelity Total Bond ETF FBND Stock Holding History

NBT Bank’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	-10,612	Closed	-$496K	–	821
2024 Q3	$496K	Buy	+10,612	New	+$490K	0.03%	282

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NBT Bank's FBND Position: Q4 2024 in Review

NBT Bank sold out of Fidelity Total Bond ETF (FBND) in Q4 2024, closing a stake of 10,612 shares — an estimated $496K sold.

NBT Bank first reported a position in FBND in Q3 2024 and held it in 1 quarter. The position peaked at $496K in Q3 2024. 601 funds tracked by Wall St. Rank hold FBND as of Q4 2024.

NBT Bank reported no remaining Fidelity Total Bond ETF position as of Q4 2024 after selling out during the quarter.
NBT Bank sold 10,612 Fidelity Total Bond ETF shares in Q4 2024, an estimated $496K.
NBT Bank first reported a position in Fidelity Total Bond ETF in Q3 2024 and held it in 1 quarter.
NBT Bank's Fidelity Total Bond ETF position peaked at $496K in Q3 2024.
601 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2024.

Based on NBT Bank's 13F filing for Q4 2024, filed 7 Feb 2025.