SXL
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Summit X LLC’s Fidelity Total Bond ETF FBND Stock Holding History

Summit X LLC’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
Q3 		– Sell
-316,541
Closed -$14.5M – 80
2025
Q2 		$14.5M Buy
316,541
+113,484
+56% +$5.14M 2.7% 10
2025
Q1 		$9.27M Sell
203,057
-46,158
-19% -$2.09M 1.95% 12
2024
Q4 		$11.2M Buy
249,215
+21,897
+10% +$1M 2.48% 10
2024
Q3 		$10.2M Sell
227,318
-8,461
-4% -$391K 2.48% 9
2024
Q2 		$10.6M Buy
235,779
+9,495
+4% +$425K 2.38% 10
2024
Q1 		$10.3M Sell
226,284
-64,552
-22% -$2.93M 2.63% 8
2023
Q4 		$13.4M Sell
290,836
-41,215
-12% -$1.82M 3.81% 3
2023
Q3 		$14.5M Sell
332,051
-26,289
-7% -$1.18M 4.59% 3
2023
Q2 		$16.3M Sell
358,340
-7,568
-2% -$346K 3.95% 3
2023
Q1 		$16.8M Buy
365,908
+209,071
+133% +$9.58M 4.35% 3
2022
Q4 		$7.3M Sell
156,837
-40,912
-21% -$1.83M 2.11% 8
2022
Q3 		$8.8M Buy
197,749
+40,908
+26% +$1.91M 2.6% 4
2022
Q2 		$7.3M Sell
156,841
-794
-0.5% -$37.8K 2.11% 8
2022
Q1 		$7.85M Buy
157,635
+15,787
+11% +$807K 1.93% 11
2021
Q4 		$7.52M Buy
141,848
+9,325
+7% +$495K 1.75% 10
2021
Q3 		$7.04M Buy
132,523
+20,850
+19% +$1.12M 1.77% 11
2021
Q2 		$5.95M Buy
111,673
+14,113
+14% +$747K 1.5% 14
2021
Q1 		$5.12M Buy
97,560
+42,785
+78% +$2.28M 1.41% 15
2020
Q4 		$2.98M Buy
+54,775
New +$2.99M 0.88% 25
2018
Q4 		– Sell
-35,101
Closed -$1.71M – 214
2018
Q3 		$1.71M Sell
35,101
-36,620
-51% -$1.79M 0.84% 30
2018
Q2 		$3.52M Buy
71,721
+11,061
+18% +$540K 1.96% 9
2018
Q1 		$2.98M Sell
60,660
-3,029
-5% -$150K 1.79% 9
2017
Q4 		$3.2M Buy
63,689
+12,142
+24% +$611K 2.03% 9
2017
Q3 		$2.59M Buy
51,547
+10,695
+26% +$539K 1.72% 11
2017
Q2 		$2.04M Buy
+40,852
New +$2.05M 1.46% 16

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit X LLC's FBND Position: Q3 2025 in Review

Summit X LLC sold out of Fidelity Total Bond ETF (FBND) in Q3 2025, closing a stake of 316,541 shares — an estimated $14.5M sold.

Summit X LLC first reported a position in FBND in Q2 2017 and held it in 25 quarters. The position peaked at $16.8M in Q1 2023. 657 funds tracked by Wall St. Rank hold FBND as of Q3 2025.

  • Summit X LLC reported no remaining Fidelity Total Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 316,541 Fidelity Total Bond ETF shares in Q3 2025, an estimated $14.5M.
  • Summit X LLC first reported a position in Fidelity Total Bond ETF in Q2 2017 and held it in 25 quarters.
  • Summit X LLC's Fidelity Total Bond ETF position peaked at $16.8M in Q1 2023.
  • 657 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.