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

Ameritas Advisory Services’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	$35.7M	Buy	782,368 +10,925	+1%	+$504K	1.38%	9
2025 Q4	$35.5M	Buy	771,443 +444,855	+136%	+$20.6M	1.33%	10
2025 Q3	$15.1M	Sell	326,588 -520,552	-61%	-$23.9M	0.99%	20
2025 Q2	$38.8M	Sell	847,140 -215,994	-20%	-$9.78M	2.02%	7
2025 Q1	$48.3M	Buy	1,063,134 +33,881	+3%	+$1.53M	1.95%	8
2024 Q4	$46.2M	Buy	1,029,253 +345,964	+51%	+$15.8M	1.59%	10
2024 Q3	$31.9M	Buy	683,289 +127,614	+23%	+$5.9M	1.38%	11
2024 Q2	$25M	Buy	555,675 +110,497	+25%	+$4.95M	0.94%	20
2024 Q1	$20.1M	Buy	445,178 +193,043	+77%	+$8.76M	0.83%	23
2023 Q4	$11.6M	Sell	252,135 -40,481	-14%	-$1.79M	0.64%	44
2023 Q3	$12.7M	Buy	292,616 +272,901	+1,384%	+$12.2M	0.64%	33
2023 Q2	$883K	Sell	19,715 -222,404	-92%	-$10.2M	0.11%	201
2023 Q1	$11.2M	Sell	242,119 -14,713	-6%	-$674K	0.56%	35
2022 Q4	$11.6M	Buy	256,832 +15,381	+6%	+$690K	0.54%	37
2022 Q3	$10.7M	Buy	241,451 +15,051	+7%	+$703K	0.64%	31
2022 Q2	$10.5M	Buy	226,400 +27,875	+14%	+$1.33M	0.61%	31
2022 Q1	$9.88M	Buy	198,525 +30,242	+18%	+$1.55M	0.36%	51
2021 Q4	$8.92M	Buy	+168,283	New	+$8.93M	0.33%	62

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

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

Ameritas Advisory Services increased its Fidelity Total Bond ETF (FBND) stake by 1.4% in Q1 2026, buying an estimated $504K and bringing the position to 782,368 shares worth $35.7M. The position accounts for 1.38% of the portfolio, ranked #9.

Ameritas Advisory Services first reported a position in FBND in Q4 2021 and has held it in 18 quarters since. The position peaked at $48.3M in Q1 2025. 752 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Ameritas Advisory Services held 782,368 shares of Fidelity Total Bond ETF worth $35.7M as of Q1 2026.
Ameritas Advisory Services bought 10,925 Fidelity Total Bond ETF shares in Q1 2026, an estimated $504K.
Fidelity Total Bond ETF made up 1.38% of Ameritas Advisory Services's portfolio in Q1 2026, its #9 holding.
Ameritas Advisory Services first reported a position in Fidelity Total Bond ETF in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's Fidelity Total Bond ETF position peaked at $48.3M in Q1 2025.
752 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.