RMF
FBND icon

Red Mountain Financial’s Fidelity Total Bond ETF FBND Stock Holding History

Red Mountain Financial’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
2026
Q1 		$3.64M Sell
79,847
-3,865
-5% -$178K 3.43% 8
2025
Q4 		$3.85M Sell
83,712
-4,471
-5% -$207K 3.78% 7
2025
Q3 		$4.08M Buy
88,183
+973
+1% +$44.7K 4.14% 6
2025
Q2 		$3.99M Sell
87,210
-2,507
-3% -$113K 4.43% 5
2025
Q1 		$4.1M Buy
89,717
+26
+0% +$1.18K 4.99% 5
2024
Q4 		$4.02M Buy
89,691
+4,405
+5% +$201K 4.33% 6
2024
Q3 		$3.99M Buy
85,286
+4,978
+6% +$230K 4.24% 6
2024
Q2 		$3.61M Buy
+80,308
New +$3.6M 4.35% 6
2023
Q4 		$2.49M Buy
+54,110
New +$2.39M 3.85% 6

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return