Roof Eidam Maycock Peralta (REMP)’s Fidelity Total Bond ETF FBND Stock Holding History

Roof Eidam Maycock Peralta (REMP)’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	-60,557	Closed	-$2.72M	–	124
2024 Q4	$2.72M	Sell	60,557 -3,128	-5%	-$143K	0.7%	28
2024 Q3	$2.98M	Buy	63,685 +20,879	+49%	+$965K	0.76%	28
2024 Q2	$1.92M	Sell	42,806 -55	-0.1%	-$2.46K	0.52%	34
2024 Q1	$1.94M	Buy	42,861 +6,312	+17%	+$286K	0.53%	35
2023 Q4	$1.68M	Buy	36,549 +23,100	+172%	+$1.02M	0.51%	35
2023 Q3	$586K	Buy	13,449 +4,494	+50%	+$201K	0.19%	75
2023 Q2	$407K	Buy	+8,955	New	+$410K	0.14%	86

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

Roof Eidam Maycock Peralta (REMP)'s FBND Position: Q1 2025 in Review

Roof Eidam Maycock Peralta (REMP) sold out of Fidelity Total Bond ETF (FBND) in Q1 2025, closing a stake of 60,557 shares — an estimated $2.72M sold.

Roof Eidam Maycock Peralta (REMP) first reported a position in FBND in Q2 2023 and held it in 7 quarters. The position peaked at $2.98M in Q3 2024. 618 funds tracked by Wall St. Rank hold FBND as of Q1 2025.

Roof Eidam Maycock Peralta (REMP) reported no remaining Fidelity Total Bond ETF position as of Q1 2025 after selling out during the quarter.
Roof Eidam Maycock Peralta (REMP) sold 60,557 Fidelity Total Bond ETF shares in Q1 2025, an estimated $2.72M.
Roof Eidam Maycock Peralta (REMP) first reported a position in Fidelity Total Bond ETF in Q2 2023 and held it in 7 quarters.
Roof Eidam Maycock Peralta (REMP)'s Fidelity Total Bond ETF position peaked at $2.98M in Q3 2024.
618 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2025.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q1 2025, filed 9 May 2025.