Baron Silver Stevens Financial Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Baron Silver Stevens 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 Q2	$1.41M	Buy	30,990 +10,472	+51%	+$478K	0.18%	52
2026 Q1	$936K	Buy	20,518 +2,278	+12%	+$105K	0.14%	64
2025 Q4	$840K	Hold	18,240	–	–	0.12%	66
2025 Q3	$843K	Hold	18,240	–	–	0.12%	64
2025 Q2	$834K	Buy	18,240 +12,935	+244%	+$586K	0.13%	62
2025 Q1	$242K	Buy	+5,305	New	+$240K	0.04%	106

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's FBND Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its Fidelity Total Bond ETF (FBND) stake by 51% in Q2 2026, buying an estimated $478K and bringing the position to 30,990 shares worth $1.41M. The position accounts for 0.18% of the portfolio, ranked #52.

Baron Silver Stevens Financial Advisors first reported a position in FBND in Q1 2025 and has held it in 6 quarters since. 794 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Baron Silver Stevens Financial Advisors held 30,990 shares of Fidelity Total Bond ETF worth $1.41M as of Q2 2026.
Baron Silver Stevens Financial Advisors bought 10,472 Fidelity Total Bond ETF shares in Q2 2026, an estimated $478K.
Fidelity Total Bond ETF made up 0.18% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #52 holding.
Baron Silver Stevens Financial Advisors first reported a position in Fidelity Total Bond ETF in Q1 2025 and has held it in 6 quarters since.
794 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.