Barnes Pettey Financial Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Barnes Pettey Financial Advisors’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	$3.18M	Buy	69,754 +14,166	+25%	+$653K	1.39%	18
2025 Q4	$2.56M	Buy	55,588 +9,775	+21%	+$454K	1.27%	19
2025 Q3	$2.12M	Buy	45,813 +19,749	+76%	+$907K	1.16%	21
2025 Q2	$1.19M	Sell	26,064 -912	-3%	-$41.3K	0.8%	28
2025 Q1	$1.23M	Buy	26,976 +757	+3%	+$34.3K	0.96%	27
2024 Q4	$1.18M	Buy	26,219 +8,515	+48%	+$389K	0.9%	26
2024 Q3	$827K	Buy	17,704 +9,651	+120%	+$446K	0.66%	33
2024 Q2	$362K	Buy	8,053 +2,167	+37%	+$97.1K	0.31%	56
2024 Q1	$267K	Buy	+5,886	New	+$267K	0.23%	74

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

Barnes Pettey Financial Advisors's FBND Position: Q1 2026 in Review

Barnes Pettey Financial Advisors increased its Fidelity Total Bond ETF (FBND) stake by 25% in Q1 2026, buying an estimated $653K and bringing the position to 69,754 shares worth $3.18M. The position accounts for 1.39% of the portfolio, ranked #18.

Barnes Pettey Financial Advisors first reported a position in FBND in Q1 2024 and has held it in 9 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Barnes Pettey Financial Advisors held 69,754 shares of Fidelity Total Bond ETF worth $3.18M as of Q1 2026.
Barnes Pettey Financial Advisors bought 14,166 Fidelity Total Bond ETF shares in Q1 2026, an estimated $653K.
Fidelity Total Bond ETF made up 1.39% of Barnes Pettey Financial Advisors's portfolio in Q1 2026, its #18 holding.
Barnes Pettey Financial Advisors first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 9 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.