WealthShield Partners’s Fidelity Total Bond ETF FBND Stock Holding History

WealthShield Partners’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	-4,807	Closed	-$217K	–	538
2024 Q4	$217K	Sell	4,807 -115	-2%	-$5.25K	0.03%	271
2024 Q3	$231K	Buy	4,922 +307	+7%	+$14.2K	0.03%	277
2024 Q2	$208K	Sell	4,615 -1,225	-21%	-$54.9K	0.03%	272
2024 Q1	$266K	Buy	5,840 +1,440	+33%	+$65.3K	0.04%	244
2023 Q4	$203K	Buy	+4,400	New	+$194K	0.03%	276
2023 Q3	–	Sell	-4,400	Closed	-$201K	–	491
2023 Q2	$201K	Buy	+4,400	New	+$201K	0.03%	292
2021 Q3	–	Sell	-591	Closed	-$32K	–	395
2021 Q2	$32K	Hold	591	–	–	0.01%	568
2021 Q1	$31K	Buy	+591	New	+$31.5K	0.01%	563

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

WealthShield Partners's FBND Position: Q1 2025 in Review

WealthShield Partners sold out of Fidelity Total Bond ETF (FBND) in Q1 2025, closing a stake of 4,807 shares — an estimated $217K sold.

WealthShield Partners first reported a position in FBND in Q1 2021 and held it in 8 quarters. The position peaked at $266K in Q1 2024. 618 funds tracked by Wall St. Rank hold FBND as of Q1 2025.

WealthShield Partners reported no remaining Fidelity Total Bond ETF position as of Q1 2025 after selling out during the quarter.
WealthShield Partners sold 4,807 Fidelity Total Bond ETF shares in Q1 2025, an estimated $217K.
WealthShield Partners first reported a position in Fidelity Total Bond ETF in Q1 2021 and held it in 8 quarters.
WealthShield Partners's Fidelity Total Bond ETF position peaked at $266K in Q1 2024.
618 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2025.

Based on WealthShield Partners's 13F filing for Q1 2025, filed 9 May 2025.