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Wheelhouse Advisory Group’s Fidelity Total Bond ETF FBND Stock Holding History

Wheelhouse Advisory 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
Q4 		– Sell
-5,992
Closed -$277K – 51
2025
Q3 		$277K Sell
5,992
-1,770
-23% -$81.3K 0.12% 41
2025
Q2 		$355K Sell
7,762
-882
-10% -$39.9K 0.18% 33
2025
Q1 		$395K Sell
8,644
-1,635
-16% -$74.1K 0.23% 33
2024
Q4 		$461K Sell
10,279
-340
-3% -$15.5K 0.27% 31
2024
Q3 		$496K Sell
10,619
-1,650
-13% -$76.3K 0.32% 28
2024
Q2 		$550K Sell
12,269
-248
-2% -$11.1K 0.39% 24
2024
Q1 		$567K Buy
12,517
+227
+2% +$10.3K 0.44% 22
2023
Q4 		$566K Buy
+12,290
New +$542K 0.49% 21

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 $445B AUM 25.58% 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

Wheelhouse Advisory Group's FBND Position: Q4 2025 in Review

Wheelhouse Advisory Group sold out of Fidelity Total Bond ETF (FBND) in Q4 2025, closing a stake of 5,992 shares — an estimated $277K sold.

Wheelhouse Advisory Group first reported a position in FBND in Q4 2023 and held it in 8 quarters. The position peaked at $567K in Q1 2024. 728 funds tracked by Wall St. Rank hold FBND as of Q4 2025.

  • Wheelhouse Advisory Group reported no remaining Fidelity Total Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Wheelhouse Advisory Group sold 5,992 Fidelity Total Bond ETF shares in Q4 2025, an estimated $277K.
  • Wheelhouse Advisory Group first reported a position in Fidelity Total Bond ETF in Q4 2023 and held it in 8 quarters.
  • Wheelhouse Advisory Group's Fidelity Total Bond ETF position peaked at $567K in Q1 2024.
  • 728 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2025.

Based on Wheelhouse Advisory Group's 13F filing for Q4 2025, filed 29 Jan 2026.