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Precedent Wealth Partners’s Fidelity Total Bond ETF FBND Stock Holding History

Precedent Wealth Partners’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
-4,830
Closed -$217K – 159
2024
Q4 		$217K Sell
4,830
-452
-9% -$20.7K 0.07% 144
2024
Q3 		$247K Buy
+5,282
New +$244K 0.08% 138

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Precedent Wealth Partners's FBND Position: Q1 2025 in Review

Precedent Wealth Partners sold out of Fidelity Total Bond ETF (FBND) in Q1 2025, closing a stake of 4,830 shares — an estimated $217K sold.

Precedent Wealth Partners first reported a position in FBND in Q3 2024 and held it in 2 quarters. The position peaked at $247K in Q3 2024. 621 funds tracked by Wall St. Rank hold FBND as of Q1 2025.

  • Precedent Wealth Partners reported no remaining Fidelity Total Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Precedent Wealth Partners sold 4,830 Fidelity Total Bond ETF shares in Q1 2025, an estimated $217K.
  • Precedent Wealth Partners first reported a position in Fidelity Total Bond ETF in Q3 2024 and held it in 2 quarters.
  • Precedent Wealth Partners's Fidelity Total Bond ETF position peaked at $247K in Q3 2024.
  • 621 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2025.

Based on Precedent Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.