Baird Financial Group
FBND icon

Baird Financial Group’s Fidelity Total Bond ETF FBND Stock Holding History

Baird Financial 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 		$33.8M Buy
741,167
+9,160
+1% +$422K 0.05% 239
2025
Q4 		$33.7M Buy
732,007
+40,102
+6% +$1.86M 0.05% 242
2025
Q3 		$32M Buy
691,905
+325,948
+89% +$15M 0.05% 264
2025
Q2 		$16.7M Sell
365,957
-58,602
-14% -$2.65M 0.03% 396
2025
Q1 		$19.4M Sell
424,559
-125,296
-23% -$5.67M 0.04% 359
2024
Q4 		$24.7M Buy
549,855
+168,435
+44% +$7.7M 0.05% 300
2024
Q3 		$17.8M Buy
381,420
+11,005
+3% +$509K 0.03% 364
2024
Q2 		$16.6M Sell
370,415
-11,190
-3% -$501K 0.03% 367
2024
Q1 		$17.3M Sell
381,605
-157,294
-29% -$7.14M 0.04% 355
2023
Q4 		$24.8M Buy
538,899
+255,969
+90% +$11.3M 0.06% 279
2023
Q3 		$12.3M Buy
282,930
+15,339
+6% +$686K 0.03% 388
2023
Q2 		$12.2M Buy
267,591
+57,478
+27% +$2.63M 0.03% 400
2023
Q1 		$9.67M Sell
210,113
-1,047,318
-83% -$48M 0.02% 441
2022
Q4 		$56.6M Buy
1,257,431
+1,130,285
+889% +$50.7M 0.15% 163
2022
Q3 		$5.65M Sell
127,146
-99,460
-44% -$4.65M 0.02% 539
2022
Q2 		$10.5M Buy
226,606
+145,859
+181% +$6.95M 0.03% 426
2022
Q1 		$4.02M Sell
80,747
-54,903
-40% -$2.81M 0.01% 668
2021
Q4 		$7.19M Buy
135,650
+88,892
+190% +$4.72M 0.02% 509
2021
Q3 		$2.48M Buy
+46,758
New +$2.51M 0.01% 860
2020
Q2 		– Sell
-4,954
Closed -$256K – 1532
2020
Q1 		$256K Buy
+4,954
New +$256K ﹤0.01% 1247
2018
Q3 		– Sell
-22,789
Closed -$1.11M – 1335
2018
Q2 		$1.11M Buy
22,789
+710
+3% +$34.7K 0.01% 804
2018
Q1 		$1.08M Buy
+22,079
New +$1.09M 0.01% 801

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

Baird Financial Group's FBND Position: Q1 2026 in Review

Baird Financial Group increased its Fidelity Total Bond ETF (FBND) stake by 1.3% in Q1 2026, buying an estimated $422K and bringing the position to 741,167 shares worth $33.8M. The position accounts for 0.05% of the portfolio, ranked #239.

Baird Financial Group first reported a position in FBND in Q1 2018 and has held it in 22 quarters since. The position peaked at $56.6M in Q4 2022. 752 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Baird Financial Group held 741,167 shares of Fidelity Total Bond ETF worth $33.8M as of Q1 2026.
  • Baird Financial Group bought 9,160 Fidelity Total Bond ETF shares in Q1 2026, an estimated $422K.
  • Fidelity Total Bond ETF made up 0.05% of Baird Financial Group's portfolio in Q1 2026, its #239 holding.
  • Baird Financial Group first reported a position in Fidelity Total Bond ETF in Q1 2018 and has held it in 22 quarters since.
  • Baird Financial Group's Fidelity Total Bond ETF position peaked at $56.6M in Q4 2022.
  • 752 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

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