AWM
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AE Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

AE Wealth 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 		$355K Buy
7,788
+1,024
+15% +$47.2K ﹤0.01% 1290
2025
Q4 		$311K Buy
6,764
+2,668
+65% +$124K ﹤0.01% 1292
2025
Q3 		$189K Buy
4,096
+1,683
+70% +$77.3K ﹤0.01% 1414
2025
Q2 		$110K Sell
2,413
-491
-17% -$22.2K ﹤0.01% 1459
2025
Q1 		$133K Sell
2,904
-2,480
-46% -$112K ﹤0.01% 1376
2024
Q4 		$242K Sell
5,384
-4,180
-44% -$191K ﹤0.01% 1191
2024
Q3 		$447K Sell
9,564
-732
-7% -$33.8K ﹤0.01% 919
2024
Q2 		$463K Buy
10,296
+459
+5% +$20.6K ﹤0.01% 904
2024
Q1 		$446K Sell
9,837
-175,916
-95% -$7.98M 0.01% 852
2023
Q4 		$8.45M Sell
185,753
-100,342
-35% -$4.43M 0.04% 443
2023
Q3 		$12.5M Buy
286,095
+60,247
+27% +$2.69M 0.07% 325
2023
Q2 		$10.3M Buy
225,848
+206,836
+1,088% +$9.47M 0.06% 363
2023
Q1 		$875K Buy
19,012
+961
+5% +$44K 0.01% 1100
2022
Q4 		$813K Sell
18,051
-19,275
-52% -$864K 0.01% 1071
2022
Q3 		$1.66M Buy
37,326
+4,782
+15% +$223K 0.01% 761
2022
Q2 		$1.51M Sell
32,544
-1,008
-3% -$48K 0.01% 756
2022
Q1 		$1.67M Sell
33,552
-45,852
-58% -$2.34M 0.01% 745
2021
Q4 		$4.21M Buy
79,404
+59,557
+300% +$3.16M 0.03% 457
2021
Q3 		$1.05M Buy
19,847
+14,479
+270% +$776K 0.01% 850
2021
Q2 		$286K Buy
5,368
+1,097
+26% +$58.1K ﹤0.01% 1358
2021
Q1 		$224K Sell
4,271
-6,989
-62% -$372K ﹤0.01% 1366
2020
Q4 		$611K Buy
11,260
+2,761
+32% +$151K 0.01% 890
2020
Q3 		$464K Buy
+8,499
New +$466K 0.01% 902
2020
Q1 		– Sell
-7,593
Closed -$393K – 1159
2019
Q4 		$393K Buy
7,593
+1,181
+18% +$61K 0.01% 811
2019
Q3 		$331K Sell
6,412
-506,007
-99% -$26.1M 0.01% 745
2019
Q2 		$26.2M Buy
512,419
+304,480
+146% +$15.3M 0.79% 30
2019
Q1 		$10.4M Buy
207,939
+179,364
+628% +$8.83M 0.72% 33
2018
Q4 		$1.39M Buy
28,575
+2,111
+8% +$102K 0.24% 106
2018
Q3 		$1.29M Buy
+26,464
New +$1.29M 0.07% 184

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

AE Wealth Management's FBND Position: Q1 2026 in Review

AE Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 15% in Q1 2026, buying an estimated $47.2K and bringing the position to 7,788 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

AE Wealth Management first reported a position in FBND in Q3 2018 and has held it in 29 quarters since. The position peaked at $26.2M in Q2 2019. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • AE Wealth Management held 7,788 shares of Fidelity Total Bond ETF worth $355K as of Q1 2026.
  • AE Wealth Management bought 1,024 Fidelity Total Bond ETF shares in Q1 2026, an estimated $47.2K.
  • Fidelity Total Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1290 holding.
  • AE Wealth Management first reported a position in Fidelity Total Bond ETF in Q3 2018 and has held it in 29 quarters since.
  • AE Wealth Management's Fidelity Total Bond ETF position peaked at $26.2M in Q2 2019.
  • 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.