AFG
FBND icon

ABLE Financial Group’s Fidelity Total Bond ETF FBND Stock Holding History

ABLE Financial 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
2026
Q1 		$34.1M Buy
747,549
+69,911
+10% +$3.22M 6.67% 1
2025
Q4 		$31.2M Buy
677,638
+90,859
+15% +$4.22M 6.34% 1
2025
Q3 		$27.1M Buy
586,779
+46,147
+9% +$2.12M 5.88% 1
2025
Q2 		$24.7M Buy
540,632
+35,211
+7% +$1.59M 5.97% 2
2025
Q1 		$23.1M Buy
505,421
+28,796
+6% +$1.3M 6.47% 2
2024
Q4 		$21.4M Buy
476,625
+270,489
+131% +$12.4M 6.32% 1
2024
Q3 		$9.63M Buy
206,136
+138,821
+206% +$6.42M 2.98% 9
2024
Q2 		$3.02M Buy
67,315
+13,482
+25% +$604K 1.09% 24
2024
Q1 		$2.44M Buy
53,833
+4,958
+10% +$225K 0.96% 26
2023
Q4 		$2.25M Buy
48,875
+41,538
+566% +$1.83M 0.97% 25
2023
Q3 		$320K Buy
+7,337
New +$328K 0.16% 106

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ABLE Financial Group's FBND Position: Q1 2026 in Review

ABLE Financial Group increased its Fidelity Total Bond ETF (FBND) stake by 10% in Q1 2026, buying an estimated $3.22M and bringing the position to 747,549 shares worth $34.1M. The position accounts for 6.67% of the portfolio, ranked #1.

ABLE Financial Group first reported a position in FBND in Q3 2023 and has held it in 11 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • ABLE Financial Group held 747,549 shares of Fidelity Total Bond ETF worth $34.1M as of Q1 2026.
  • ABLE Financial Group bought 69,911 Fidelity Total Bond ETF shares in Q1 2026, an estimated $3.22M.
  • Fidelity Total Bond ETF made up 6.67% of ABLE Financial Group's portfolio in Q1 2026, its #1 holding.
  • ABLE Financial Group first reported a position in Fidelity Total Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.