WWP
FBND icon

WR Wealth Planners’s Fidelity Total Bond ETF FBND Stock Holding History

WR Wealth Planners’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
2024
Q4 		$4.62K Hold
103
– – ﹤0.01% 715
2024
Q3 		$4.81K Buy
+103
New +$4.76K ﹤0.01% 751

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WR Wealth Planners's FBND Position: Q4 2024 in Review

WR Wealth Planners held its Fidelity Total Bond ETF (FBND) position steady in Q4 2024 at 103 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

WR Wealth Planners first reported a position in FBND in Q3 2024 and has held it in 2 quarters since. The position peaked at $4.81K in Q3 2024. 601 funds tracked by Wall St. Rank hold FBND as of Q4 2024.

  • WR Wealth Planners held 103 shares of Fidelity Total Bond ETF worth $4.62K as of Q4 2024.
  • WR Wealth Planners left its Fidelity Total Bond ETF share count unchanged in Q4 2024.
  • Fidelity Total Bond ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #715 holding.
  • WR Wealth Planners first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's Fidelity Total Bond ETF position peaked at $4.81K in Q3 2024.
  • 601 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.