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American Trust’s Fidelity Total Bond ETF FBND Stock Holding History

American Trust’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 		– Sell
-5,882
Closed -$271K – 324
2025
Q4 		$271K Buy
5,882
+46
+0.8% +$2.13K 0.02% 251
2025
Q3 		$270K Buy
+5,836
New +$268K 0.02% 257
2025
Q1 		– Sell
-5,233
Closed -$235K – 173
2024
Q4 		$235K Buy
+5,233
New +$239K 0.02% 277

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

American Trust's FBND Position: Q1 2026 in Review

American Trust sold out of Fidelity Total Bond ETF (FBND) in Q1 2026, closing a stake of 5,882 shares — an estimated $271K sold.

American Trust first reported a position in FBND in Q4 2024 and held it in 3 quarters. The position peaked at $271K in Q4 2025. 755 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • American Trust reported no remaining Fidelity Total Bond ETF position as of Q1 2026 after selling out during the quarter.
  • American Trust sold 5,882 Fidelity Total Bond ETF shares in Q1 2026, an estimated $271K.
  • American Trust first reported a position in Fidelity Total Bond ETF in Q4 2024 and held it in 3 quarters.
  • American Trust's Fidelity Total Bond ETF position peaked at $271K in Q4 2025.
  • 755 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.