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Atria Investments’s Fidelity Total Bond ETF FBND Stock Holding History

Atria Investments’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 		$11.3M Buy
247,428
+17,379
+8% +$801K 0.13% 172
2025
Q4 		$10.6M Buy
230,049
+20,337
+10% +$944K 0.12% 180
2025
Q3 		$9.7M Buy
209,712
+22,093
+12% +$1.01M 0.11% 197
2025
Q2 		$8.58M Buy
187,619
+2,164
+1% +$98K 0.1% 227
2025
Q1 		$8.47M Sell
185,455
-21,811
-11% -$988K 0.11% 220
2024
Q4 		$9.3M Buy
207,266
+32,926
+19% +$1.5M 0.12% 200
2024
Q3 		$8.15M Sell
174,340
-3,174
-2% -$147K 0.1% 229
2024
Q2 		$7.98M Buy
177,514
+7,546
+4% +$338K 0.1% 219
2024
Q1 		$7.7M Buy
169,968
+7,623
+5% +$346K 0.11% 229
2023
Q4 		$7.47M Buy
162,345
+76,355
+89% +$3.37M 0.12% 211
2023
Q3 		$3.75M Buy
85,990
+38,225
+80% +$1.71M 0.07% 357
2023
Q2 		$2.17M Buy
+47,765
New +$2.19M 0.04% 518
2022
Q1 		– Sell
-19,579
Closed -$1.04M – 881
2021
Q4 		$1.04M Buy
+19,579
New +$1.04M 0.02% 823

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

Atria Investments's FBND Position: Q1 2026 in Review

Atria Investments increased its Fidelity Total Bond ETF (FBND) stake by 7.6% in Q1 2026, buying an estimated $801K and bringing the position to 247,428 shares worth $11.3M. The position accounts for 0.13% of the portfolio, ranked #172.

Atria Investments first reported a position in FBND in Q4 2021 and has held it in 13 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Atria Investments held 247,428 shares of Fidelity Total Bond ETF worth $11.3M as of Q1 2026.
  • Atria Investments bought 17,379 Fidelity Total Bond ETF shares in Q1 2026, an estimated $801K.
  • Fidelity Total Bond ETF made up 0.13% of Atria Investments's portfolio in Q1 2026, its #172 holding.
  • Atria Investments first reported a position in Fidelity Total Bond ETF in Q4 2021 and has held it in 13 quarters since.
  • 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.