Abbot Financial Management’s Fidelity Total Bond ETF FBND Stock Holding History

Abbot Financial Management’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
2026 Q1	$1.65M	Buy	36,259 +7,029	+24%	+$324K	0.69%	39
2025 Q4	$1.35M	Buy	29,230 +5,515	+23%	+$256K	0.56%	46
2025 Q3	$1.1M	Buy	23,715 +3,734	+19%	+$171K	0.47%	59
2025 Q2	$914K	Buy	19,981 +17	+0.1%	+$770	0.42%	68
2025 Q1	$911K	Buy	19,964 +17	+0.1%	+$770	0.47%	59
2024 Q4	$895K	Buy	19,947 +5,122	+35%	+$234K	0.45%	60
2024 Q3	$693K	Buy	14,825 +1,222	+9%	+$56.5K	0.35%	79
2024 Q2	$611K	Sell	13,603 -11,318	-45%	-$507K	0.33%	83
2024 Q1	$1.13M	Buy	24,921 +552	+2%	+$25K	0.62%	45
2023 Q4	$1.12M	Sell	24,369 -17	-0.1%	-$750	0.68%	44
2023 Q3	$1.06M	Sell	24,386 -2,251	-8%	-$101K	0.71%	44
2023 Q2	$1.21M	Sell	26,637 -2,689	-9%	-$123K	0.78%	41
2023 Q1	$1.35M	Buy	29,326 +45	+0.2%	+$2.06K	0.91%	37
2022 Q4	$1.32M	Buy	29,281 +41	+0.1%	+$1.84K	0.9%	37
2022 Q3	$1.3M	Buy	+29,240	New	+$1.37M	0.93%	36

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Abbot Financial Management's FBND Position: Q1 2026 in Review

Abbot Financial Management increased its Fidelity Total Bond ETF (FBND) stake by 24% in Q1 2026, buying an estimated $324K and bringing the position to 36,259 shares worth $1.65M. The position accounts for 0.69% of the portfolio, ranked #39.

Abbot Financial Management first reported a position in FBND in Q3 2022 and has held it in 15 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Abbot Financial Management held 36,259 shares of Fidelity Total Bond ETF worth $1.65M as of Q1 2026.
Abbot Financial Management bought 7,029 Fidelity Total Bond ETF shares in Q1 2026, an estimated $324K.
Fidelity Total Bond ETF made up 0.69% of Abbot Financial Management's portfolio in Q1 2026, its #39 holding.
Abbot Financial Management first reported a position in Fidelity Total Bond ETF in Q3 2022 and has held it in 15 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.