Rockland Trust’s Fidelity Total Bond ETF FBND Stock Holding History

Rockland Trust’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	-6,577	Closed	-$295K	–	284
2024 Q4	$295K	Hold	6,577	–	–	0.02%	238
2024 Q3	$307K	Sell	6,577 -2,792	-30%	-$129K	0.02%	236
2024 Q2	$421K	Sell	9,369 -9,313	-50%	-$417K	0.02%	218
2024 Q1	$846K	Sell	18,682 -6,056	-24%	-$275K	0.04%	156
2023 Q4	$1.14M	Sell	24,738 -7,066	-22%	-$312K	0.06%	131
2023 Q3	$1.39M	Sell	31,804 -126,453	-80%	-$5.65M	0.08%	110
2023 Q2	$7.19M	Sell	158,257 -15,146	-9%	-$693K	0.43%	68
2023 Q1	$7.98M	Sell	173,403 -68,115	-28%	-$3.12M	0.5%	63
2022 Q4	$10.9M	Buy	241,518 +52,498	+28%	+$2.35M	0.69%	50
2022 Q3	$8.4M	Buy	189,020 +29,989	+19%	+$1.4M	0.6%	58
2022 Q2	$7.4M	Buy	+159,031	New	+$7.57M	0.51%	61

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Rockland Trust's FBND Position: Q1 2025 in Review

Rockland Trust sold out of Fidelity Total Bond ETF (FBND) in Q1 2025, closing a stake of 6,577 shares — an estimated $295K sold.

Rockland Trust first reported a position in FBND in Q2 2022 and held it in 11 quarters. The position peaked at $10.9M in Q4 2022. 618 funds tracked by Wall St. Rank hold FBND as of Q1 2025.

Rockland Trust reported no remaining Fidelity Total Bond ETF position as of Q1 2025 after selling out during the quarter.
Rockland Trust sold 6,577 Fidelity Total Bond ETF shares in Q1 2025, an estimated $295K.
Rockland Trust first reported a position in Fidelity Total Bond ETF in Q2 2022 and held it in 11 quarters.
Rockland Trust's Fidelity Total Bond ETF position peaked at $10.9M in Q4 2022.
618 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2025.

Based on Rockland Trust's 13F filing for Q1 2025, filed 16 Apr 2025.