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 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 $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

Baron Silver Stevens Financial Advisors's FBND Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors increased its Fidelity Total Bond ETF (FBND) stake by 12% in Q1 2026, buying an estimated $105K and bringing the position to 20,518 shares worth $936K. The position accounts for 0.14% of the portfolio, ranked #64.

Baron Silver Stevens Financial Advisors first reported a position in FBND in Q1 2025 and has held it in 5 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Baron Silver Stevens Financial Advisors held 20,518 shares of Fidelity Total Bond ETF worth $936K as of Q1 2026.
Baron Silver Stevens Financial Advisors bought 2,278 Fidelity Total Bond ETF shares in Q1 2026, an estimated $105K.
Fidelity Total Bond ETF made up 0.14% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #64 holding.
Baron Silver Stevens Financial Advisors first reported a position in Fidelity Total Bond ETF in Q1 2025 and has held it in 5 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.