Advisory Services Network’s Fidelity Total Bond ETF FBND Stock Holding History

Advisory Services Network’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	$11.2M	Buy	244,874 +15,872	+7%	+$732K	0.15%	141
2025 Q4	$10.5M	Buy	229,002 +12,233	+6%	+$568K	0.15%	138
2025 Q3	$10M	Buy	216,769 +51,942	+32%	+$2.38M	0.15%	146
2025 Q2	$7.5M	Buy	164,827 +18,823	+13%	+$852K	0.12%	185
2025 Q1	$6.67M	Buy	146,004 +4,746	+3%	+$215K	0.13%	178
2024 Q4	$6.34M	Buy	141,258 +24,090	+21%	+$1.1M	0.12%	191
2024 Q3	$5.26M	Hold	117,168	–	–	0.11%	194
2024 Q2	$5.26M	Buy	117,168 +22,750	+24%	+$1.02M	0.11%	194
2024 Q1	$4.28M	Buy	94,418 +18,077	+24%	+$820K	0.09%	240
2023 Q4	$3.51M	Buy	76,341 +17,951	+31%	+$792K	0.09%	265
2023 Q3	$2.54M	Buy	58,390 +32,685	+127%	+$1.46M	0.07%	337
2023 Q2	$1.17M	Sell	25,705 -74,476	-74%	-$3.41M	0.03%	567
2023 Q1	$4.61M	Sell	100,181 -1,459	-1%	-$66.9K	0.13%	196
2022 Q4	$4.58M	Sell	101,640 -8,274	-8%	-$371K	0.14%	172
2022 Q3	$4.88M	Sell	109,914 -427	-0.4%	-$19.9K	0.17%	136
2022 Q2	$5.13M	Buy	110,341 +18,532	+20%	+$883K	0.18%	138
2022 Q1	$4.57M	Sell	91,809 -4,086	-4%	-$209K	0.13%	181
2021 Q4	$5.08M	Buy	95,895 +5,269	+6%	+$280K	0.15%	169
2021 Q3	$4.82M	Buy	90,626 +51	+0.1%	+$2.73K	0.15%	167
2021 Q2	$4.83M	Buy	90,575 +4,659	+5%	+$247K	0.15%	164
2021 Q1	$4.5M	Buy	85,916 +5,526	+7%	+$294K	0.17%	153
2020 Q4	$4.36M	Buy	80,390 +4,263	+6%	+$233K	0.18%	146
2020 Q3	$4.16M	Buy	76,127 +5,542	+8%	+$304K	0.2%	130
2020 Q2	$3.81M	Buy	70,585 +8,517	+14%	+$453K	0.21%	127
2020 Q1	$3.21M	Buy	62,068 +11,196	+22%	+$579K	0.21%	115
2019 Q4	$2.63M	Buy	50,872 +33,470	+192%	+$1.73M	0.14%	184
2019 Q3	$888K	Hold	17,402	–	–	0.05%	413
2019 Q2	$888K	Sell	17,402 -2,931	-14%	-$147K	0.05%	412
2019 Q1	$1.02M	Sell	20,333 -18,428	-48%	-$907K	0.07%	352
2018 Q4	$1.88M	Buy	38,761 +12,744	+49%	+$614K	0.16%	156
2018 Q3	$1.26M	Sell	26,017 -4,201	-14%	-$205K	0.09%	288
2018 Q2	$1.48M	Buy	30,218 +5,091	+20%	+$249K	0.11%	239
2018 Q1	$1.24M	Buy	25,127 +5,210	+26%	+$257K	0.1%	281
2017 Q4	$1M	Sell	19,917 -1,659	-8%	-$83.4K	0.09%	308
2017 Q3	$1.08M	Buy	21,576 +2,966	+16%	+$149K	0.12%	214
2017 Q2	$933K	Buy	18,610 +2,213	+13%	+$111K	0.12%	239
2017 Q1	$817K	Buy	+16,397	New	+$816K	0.12%	235
2016 Q3	$1.8M	Buy	35,340 +884	+3%	+$45K	0.34%	61
2016 Q2	$1.73M	Buy	34,456 +12,441	+57%	+$618K	0.39%	50
2016 Q1	$1.07M	Buy	22,015 +17,576	+396%	+$845K	0.29%	77
2015 Q4	$213K	Buy	+4,439	New	+$216K	0.07%	324

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

Advisory Services Network's FBND Position: Q1 2026 in Review

Advisory Services Network increased its Fidelity Total Bond ETF (FBND) stake by 6.9% in Q1 2026, buying an estimated $732K and bringing the position to 244,874 shares worth $11.2M. The position accounts for 0.15% of the portfolio, ranked #141.

Advisory Services Network first reported a position in FBND in Q4 2015 and has held it in 41 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Advisory Services Network held 244,874 shares of Fidelity Total Bond ETF worth $11.2M as of Q1 2026.
Advisory Services Network bought 15,872 Fidelity Total Bond ETF shares in Q1 2026, an estimated $732K.
Fidelity Total Bond ETF made up 0.15% of Advisory Services Network's portfolio in Q1 2026, its #141 holding.
Advisory Services Network first reported a position in Fidelity Total Bond ETF in Q4 2015 and has held it in 41 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.