Advisornet Financial’s Fidelity Total Bond ETF FBND Stock Holding History

Advisornet Financial’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	$2.9M	Buy	63,567 +8,701	+16%	+$401K	0.15%	130
2025 Q4	$2.53M	Buy	54,866 +3,127	+6%	+$145K	0.13%	141
2025 Q3	$2.39M	Sell	51,739 -5,012	-9%	-$230K	0.14%	137
2025 Q2	$2.6M	Buy	56,751 +174	+0.3%	+$7.88K	0.17%	120
2025 Q1	$2.58M	Sell	56,577 -3,678	-6%	-$167K	0.19%	109
2024 Q4	$2.7M	Sell	60,255 -1,313	-2%	-$60K	0.23%	100
2024 Q3	$2.88M	Sell	61,568 -1,128	-2%	-$52.1K	0.22%	108
2024 Q2	$2.82M	Buy	62,696 +653	+1%	+$29.3K	0.26%	97
2024 Q1	$2.81M	Buy	62,043 +8,941	+17%	+$406K	0.27%	88
2023 Q4	$2.44M	Buy	+53,102	New	+$2.34M	0.23%	110
2023 Q3	–	Sell	-4,050	Closed	-$184K	–	2331
2023 Q2	$184K	Buy	+4,050	New	+$185K	0.02%	496

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

Advisornet Financial's FBND Position: Q1 2026 in Review

Advisornet Financial increased its Fidelity Total Bond ETF (FBND) stake by 16% in Q1 2026, buying an estimated $401K and bringing the position to 63,567 shares worth $2.9M. The position accounts for 0.15% of the portfolio, ranked #130.

Advisornet Financial first reported a position in FBND in Q2 2023 and has held it in 11 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Advisornet Financial held 63,567 shares of Fidelity Total Bond ETF worth $2.9M as of Q1 2026.
Advisornet Financial bought 8,701 Fidelity Total Bond ETF shares in Q1 2026, an estimated $401K.
Fidelity Total Bond ETF made up 0.15% of Advisornet Financial's portfolio in Q1 2026, its #130 holding.
Advisornet Financial first reported a position in Fidelity Total Bond ETF in Q2 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 Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.