AG
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AmeriFlex Group’s Fidelity Total Bond ETF FBND Stock Holding History

AmeriFlex 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 		$11.7K Hold
257
– – 0.01% 701
2025
Q4 		$11.8K Buy
257
+89
+53% +$4.13K 0.01% 693
2025
Q3 		$7.77K Sell
168
-8,123
-98% -$373K ﹤0.01% 837
2025
Q2 		$380K Buy
8,291
+2,405
+41% +$109K 0.2% 102
2025
Q1 		$269K Buy
5,886
+2,754
+88% +$125K 0.11% 191
2024
Q4 		$141K Buy
+3,132
New +$143K 0.06% 253

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

AmeriFlex Group's FBND Position: Q1 2026 in Review

AmeriFlex Group held its Fidelity Total Bond ETF (FBND) position steady in Q1 2026 at 257 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #701.

AmeriFlex Group first reported a position in FBND in Q4 2024 and has held it in 6 quarters since. The position peaked at $380K in Q2 2025. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • AmeriFlex Group held 257 shares of Fidelity Total Bond ETF worth $11.7K as of Q1 2026.
  • AmeriFlex Group left its Fidelity Total Bond ETF share count unchanged in Q1 2026.
  • Fidelity Total Bond ETF made up 0.01% of AmeriFlex Group's portfolio in Q1 2026, its #701 holding.
  • AmeriFlex Group first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • AmeriFlex Group's Fidelity Total Bond ETF position peaked at $380K in Q2 2025.
  • 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.