Pineridge Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Pineridge 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	$10.9K	Buy	235 +2	+0.9%	+$92	﹤0.01%	200
2025 Q2	$10.6K	Sell	233 -20	-8%	-$905	﹤0.01%	210
2025 Q1	$11.6K	Sell	253 -229	-48%	-$10.4K	﹤0.01%	216
2024 Q4	$21.6K	Sell	482 -242	-33%	-$11.1K	0.01%	210
2024 Q3	$33.8K	Sell	724 -251	-26%	-$11.6K	0.01%	166
2024 Q2	$43.8K	Hold	975	–	–	0.01%	148
2024 Q1	$44.2K	Sell	975 -25	-3%	-$1.13K	0.02%	144
2023 Q4	$46K	Buy	+1,000	New	+$44.1K	0.02%	173

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

Pineridge Advisors's FBND Position: Q3 2025 in Review

Pineridge Advisors increased its Fidelity Total Bond ETF (FBND) stake by 0.86% in Q3 2025, buying an estimated $92 and bringing the position to 235 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Pineridge Advisors first reported a position in FBND in Q4 2023 and has held it in 8 quarters since. The position peaked at $46K in Q4 2023. 653 funds tracked by Wall St. Rank hold FBND as of Q3 2025.

Pineridge Advisors held 235 shares of Fidelity Total Bond ETF worth $10.9K as of Q3 2025.
Pineridge Advisors bought 2 Fidelity Total Bond ETF shares in Q3 2025, an estimated $92.
Fidelity Total Bond ETF made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #200 holding.
Pineridge Advisors first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's Fidelity Total Bond ETF position peaked at $46K in Q4 2023.
653 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.