SageView Advisory Group’s Fidelity Total Bond ETF FBND Stock Holding History

SageView Advisory Group’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 Q4	$517K	Sell	11,227 -646	-5%	-$30K	0.02%	356
2025 Q3	$549K	Sell	11,873 -9,399	-44%	-$432K	0.02%	368
2025 Q2	$969K	Sell	21,272 -4,465	-17%	-$202K	0.04%	249
2025 Q1	$1.17M	Sell	25,737 -5,411	-17%	-$245K	0.05%	205
2024 Q4	$1.4M	Sell	31,148 -9,125	-23%	-$417K	0.06%	178
2024 Q3	$1.88M	Buy	+40,273	New	+$1.86M	0.1%	118
2024 Q2	–	Hold	0	–	–	–	119
2023 Q4	–	Sell	-59,470	Closed	-$2.62M	–	96
2023 Q3	$2.59M	Sell	59,470 -10,401	-15%	-$465K	0.15%	92
2023 Q2	$3.17M	Buy	69,871 +23,263	+50%	+$1.06M	0.18%	81
2023 Q1	$2.14M	Sell	46,608 -7,345	-14%	-$337K	0.14%	106
2022 Q4	$2.43M	Buy	+53,953	New	+$2.42M	0.2%	81

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SageView Advisory Group's FBND Position: Q4 2025 in Review

SageView Advisory Group reduced its Fidelity Total Bond ETF (FBND) stake by 5.4% in Q4 2025, selling an estimated $30K and leaving 11,227 shares worth $517K. The position accounts for 0.02% of the portfolio, ranked #356.

SageView Advisory Group first reported a position in FBND in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.17M in Q2 2023. 727 funds tracked by Wall St. Rank hold FBND as of Q4 2025.

SageView Advisory Group held 11,227 shares of Fidelity Total Bond ETF worth $517K as of Q4 2025.
SageView Advisory Group sold 646 Fidelity Total Bond ETF shares in Q4 2025, an estimated $30K.
Fidelity Total Bond ETF made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #356 holding.
SageView Advisory Group first reported a position in Fidelity Total Bond ETF in Q4 2022 and has held it in 10 quarters since.
SageView Advisory Group's Fidelity Total Bond ETF position peaked at $3.17M in Q2 2023.
727 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.