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TritonPoint Wealth’s Fidelity Total Bond ETF FBND Stock Holding History

TritonPoint Wealth’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
-58,035
Closed -$2.69M – 301
2025
Q3 		$2.69M Buy
58,035
+1,109
+2% +$50.9K 0.23% 101
2025
Q2 		$2.61M Buy
56,926
+1,239
+2% +$56.1K 0.24% 99
2025
Q1 		$2.55M Buy
55,687
+36,969
+198% +$1.67M 0.24% 96
2024
Q4 		$844K Buy
18,718
+311
+2% +$14.2K 0.08% 168
2024
Q3 		$865K Sell
18,407
-1,480
-7% -$68.4K 0.08% 162
2024
Q2 		$897K Buy
+19,887
New +$891K 0.09% 154

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TritonPoint Wealth's FBND Position: Q4 2025 in Review

TritonPoint Wealth sold out of Fidelity Total Bond ETF (FBND) in Q4 2025, closing a stake of 58,035 shares — an estimated $2.69M sold.

TritonPoint Wealth first reported a position in FBND in Q2 2024 and held it in 6 quarters. The position peaked at $2.69M in Q3 2025. 727 funds tracked by Wall St. Rank hold FBND as of Q4 2025.

  • TritonPoint Wealth reported no remaining Fidelity Total Bond ETF position as of Q4 2025 after selling out during the quarter.
  • TritonPoint Wealth sold 58,035 Fidelity Total Bond ETF shares in Q4 2025, an estimated $2.69M.
  • TritonPoint Wealth first reported a position in Fidelity Total Bond ETF in Q2 2024 and held it in 6 quarters.
  • TritonPoint Wealth's Fidelity Total Bond ETF position peaked at $2.69M in Q3 2025.
  • 727 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.