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Redwood Financial Network’s Fidelity Total Bond ETF FBND Stock Holding History

Redwood Financial Network’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
-5,503
Closed -$247K – 162
2024
Q4 		$247K Sell
5,503
-1,263
-19% -$57.7K 0.18% 131
2024
Q3 		$316K Sell
6,766
-287
-4% -$13.3K 0.25% 106
2024
Q2 		$317K Buy
7,053
+56
+0.8% +$2.51K 0.27% 110
2024
Q1 		$317K Sell
6,997
-128
-2% -$5.81K 0.28% 109
2023
Q4 		$328K Sell
7,125
-1,656
-19% -$73.1K 0.32% 101
2023
Q3 		$382K Sell
8,781
-370
-4% -$16.5K 0.41% 84
2023
Q2 		$416K Buy
9,151
+65
+0.7% +$2.98K 0.39% 90
2023
Q1 		$418K Buy
9,086
+63
+0.7% +$2.89K 0.43% 78
2022
Q4 		$406K Sell
9,023
-3,481
-28% -$156K 0.46% 73
2022
Q3 		$556K Sell
12,504
-1,413
-10% -$66K 0.63% 55
2022
Q2 		$648K Buy
13,917
+54
+0.4% +$2.57K 0.71% 48
2022
Q1 		$690K Buy
+13,863
New +$709K 0.64% 52

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Redwood Financial Network's FBND Position: Q1 2025 in Review

Redwood Financial Network sold out of Fidelity Total Bond ETF (FBND) in Q1 2025, closing a stake of 5,503 shares — an estimated $247K sold.

Redwood Financial Network first reported a position in FBND in Q1 2022 and held it in 12 quarters. The position peaked at $690K in Q1 2022. 618 funds tracked by Wall St. Rank hold FBND as of Q1 2025.

  • Redwood Financial Network reported no remaining Fidelity Total Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Redwood Financial Network sold 5,503 Fidelity Total Bond ETF shares in Q1 2025, an estimated $247K.
  • Redwood Financial Network first reported a position in Fidelity Total Bond ETF in Q1 2022 and held it in 12 quarters.
  • Redwood Financial Network's Fidelity Total Bond ETF position peaked at $690K in Q1 2022.
  • 618 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2025.

Based on Redwood Financial Network's 13F filing for Q1 2025, filed 15 May 2025.