Aviso Financial’s Fidelity Total Bond ETF FBND Stock Holding History

Aviso Financial’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	-5,838	Closed	-$269K	–	359
2025 Q4	$269K	Hold	5,838	–	–	0.01%	206
2025 Q3	$270K	Sell	5,838 -1,032	-15%	-$47.4K	0.01%	220
2025 Q2	$314K	Hold	6,870	–	–	0.01%	212
2025 Q1	$313K	Sell	6,870 -2,840	-29%	-$129K	0.02%	211
2024 Q4	$436K	Hold	9,710	–	–	0.02%	210
2024 Q3	$454K	Buy	9,710 +4,760	+96%	+$220K	0.02%	203
2024 Q2	$222K	Buy	+4,950	New	+$222K	0.01%	225

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

Aviso Financial's FBND Position: Q1 2026 in Review

Aviso Financial sold out of Fidelity Total Bond ETF (FBND) in Q1 2026, closing a stake of 5,838 shares — an estimated $269K sold.

Aviso Financial first reported a position in FBND in Q2 2024 and held it in 7 quarters. The position peaked at $454K in Q3 2024. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Aviso Financial reported no remaining Fidelity Total Bond ETF position as of Q1 2026 after selling out during the quarter.
Aviso Financial sold 5,838 Fidelity Total Bond ETF shares in Q1 2026, an estimated $269K.
Aviso Financial first reported a position in Fidelity Total Bond ETF in Q2 2024 and held it in 7 quarters.
Aviso Financial's Fidelity Total Bond ETF position peaked at $454K in Q3 2024.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.