Southern Style Financial’s Fidelity Total Bond ETF FBND Stock Holding History

Southern Style Financial’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
2024 Q4	$15.8M	Buy	+352,577	New	+$16.1M	12.81%	3

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CTB

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Southern Style Financial's FBND Position: Q4 2024 in Review

Southern Style Financial opened a new position in Fidelity Total Bond ETF (FBND) in Q4 2024: 352,577 shares worth $15.8M. The stake represents 12.81% of the portfolio and ranks #3 among its holdings.

603 funds tracked by Wall St. Rank hold FBND as of Q4 2024.

Southern Style Financial held 352,577 shares of Fidelity Total Bond ETF worth $15.8M as of Q4 2024.
Fidelity Total Bond ETF was a new Southern Style Financial position in Q4 2024.
Fidelity Total Bond ETF made up 12.81% of Southern Style Financial's portfolio in Q4 2024, its #3 holding.
603 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2024.

Based on Southern Style Financial's 13F filing for Q4 2024, filed 23 Jan 2025.