VFPW
FBND icon

Vantage Financial Partners (Wisconsin)’s Fidelity Total Bond ETF FBND Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$425K Sell
9,221
-637
-6% -$29.6K 0.09% 133
2025
Q3 		$456K Sell
9,858
-1,245
-11% -$57.2K 0.1% 124
2025
Q2 		$508K Buy
11,103
+17
+0.2% +$770 0.12% 110
2025
Q1 		$506K Sell
11,086
-2,293
-17% -$104K 0.13% 102
2024
Q4 		$600K Buy
13,379
+136
+1% +$6.21K 0.15% 89
2024
Q3 		$619K Buy
+13,243
New +$612K 0.15% 92

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 $176M 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

Vantage Financial Partners (Wisconsin)'s FBND Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its Fidelity Total Bond ETF (FBND) stake by 6.5% in Q4 2025, selling an estimated $29.6K and leaving 9,221 shares worth $425K. The position accounts for 0.09% of the portfolio, ranked #133.

Vantage Financial Partners (Wisconsin) first reported a position in FBND in Q3 2024 and has held it in 6 quarters since. The position peaked at $619K in Q3 2024. 727 funds tracked by Wall St. Rank hold FBND as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 9,221 shares of Fidelity Total Bond ETF worth $425K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 637 Fidelity Total Bond ETF shares in Q4 2025, an estimated $29.6K.
  • Fidelity Total Bond ETF made up 0.09% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #133 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 6 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Fidelity Total Bond ETF position peaked at $619K in Q3 2024.
  • 727 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.