NFC
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Northeast Financial Consultants’s Fidelity Total Bond ETF FBND Stock Holding History

Northeast Financial Consultants’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
Q2 		$345K Hold
7,538
– – 0.01% 237
2025
Q1 		$344K Hold
7,538
– – 0.02% 228
2024
Q4 		$338K Buy
+7,538
New +$344K 0.01% 234

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northeast Financial Consultants's FBND Position: Q2 2025 in Review

Northeast Financial Consultants held its Fidelity Total Bond ETF (FBND) position steady in Q2 2025 at 7,538 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #237.

Northeast Financial Consultants first reported a position in FBND in Q4 2024 and has held it in 3 quarters since. 623 funds tracked by Wall St. Rank hold FBND as of Q2 2025.

  • Northeast Financial Consultants held 7,538 shares of Fidelity Total Bond ETF worth $345K as of Q2 2025.
  • Northeast Financial Consultants left its Fidelity Total Bond ETF share count unchanged in Q2 2025.
  • Fidelity Total Bond ETF made up 0.01% of Northeast Financial Consultants's portfolio in Q2 2025, its #237 holding.
  • Northeast Financial Consultants first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 623 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.