VWWMG
FBND icon

Vermillion & White Wealth Management Group’s Fidelity Total Bond ETF FBND Stock Holding History

Vermillion & White Wealth Management Group’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
Q1 		– Sell
-37
Closed -$1.66K – 537
2024
Q4 		$1.66K Hold
37
– – ﹤0.01% 326
2024
Q3 		$1.73K Hold
37
– – ﹤0.01% 296
2024
Q2 		$1.66K Hold
37
– – ﹤0.01% 309
2024
Q1 		$1.68K Buy
+37
New +$1.68K ﹤0.01% 292

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Vermillion & White Wealth Management Group's FBND Position: Q1 2025 in Review

Vermillion & White Wealth Management Group sold out of Fidelity Total Bond ETF (FBND) in Q1 2025, closing a stake of 37 shares — an estimated $1.66K sold.

Vermillion & White Wealth Management Group first reported a position in FBND in Q1 2024 and held it in 4 quarters. The position peaked at $1.73K in Q3 2024. 618 funds tracked by Wall St. Rank hold FBND as of Q1 2025.

  • Vermillion & White Wealth Management Group reported no remaining Fidelity Total Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 37 Fidelity Total Bond ETF shares in Q1 2025, an estimated $1.66K.
  • Vermillion & White Wealth Management Group first reported a position in Fidelity Total Bond ETF in Q1 2024 and held it in 4 quarters.
  • Vermillion & White Wealth Management Group's Fidelity Total Bond ETF position peaked at $1.73K in Q3 2024.
  • 618 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2025, filed 15 May 2025.