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Security National Bank’s Fidelity Total Bond ETF FBND Stock Holding History

Security National Bank’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 		– Sell
-3,379
Closed -$156K – 382
2025
Q3 		$156K Buy
+3,379
New +$155K 0.02% 153

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Security National Bank's FBND Position: Q4 2025 in Review

Security National Bank sold out of Fidelity Total Bond ETF (FBND) in Q4 2025, closing a stake of 3,379 shares — an estimated $156K sold.

Security National Bank first reported a position in FBND in Q3 2025 and held it in 1 quarter. The position peaked at $156K in Q3 2025. 729 funds tracked by Wall St. Rank hold FBND as of Q4 2025.

  • Security National Bank reported no remaining Fidelity Total Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Security National Bank sold 3,379 Fidelity Total Bond ETF shares in Q4 2025, an estimated $156K.
  • Security National Bank first reported a position in Fidelity Total Bond ETF in Q3 2025 and held it in 1 quarter.
  • Security National Bank's Fidelity Total Bond ETF position peaked at $156K in Q3 2025.
  • 729 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2025.

Based on Security National Bank's 13F filing for Q4 2025, filed 5 Feb 2026.