Beacon Pointe Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Beacon Pointe 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	$877K	Buy	19,217 +6,534	+52%	+$301K	﹤0.01%	1047
2025 Q4	$584K	Buy	12,683 +1,317	+12%	+$61.1K	﹤0.01%	1025
2025 Q3	$526K	Buy	+11,366	New	+$522K	﹤0.01%	994
2024 Q2	–	Sell	-5,338	Closed	-$242K	–	1310
2024 Q1	$242K	Buy	+5,338	New	+$242K	﹤0.01%	1183
2022 Q2	–	Sell	-86,877	Closed	-$4.32M	–	1101
2022 Q1	$4.32M	Buy	+86,877	New	+$4.44M	0.06%	276

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

Beacon Pointe Advisors's FBND Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Fidelity Total Bond ETF (FBND) stake by 52% in Q1 2026, buying an estimated $301K and bringing the position to 19,217 shares worth $877K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Beacon Pointe Advisors first reported a position in FBND in Q1 2022 and has held it in 5 quarters since. The position peaked at $4.32M in Q1 2022. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Beacon Pointe Advisors held 19,217 shares of Fidelity Total Bond ETF worth $877K as of Q1 2026.
Beacon Pointe Advisors bought 6,534 Fidelity Total Bond ETF shares in Q1 2026, an estimated $301K.
Fidelity Total Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1047 holding.
Beacon Pointe Advisors first reported a position in Fidelity Total Bond ETF in Q1 2022 and has held it in 5 quarters since.
Beacon Pointe Advisors's Fidelity Total Bond ETF position peaked at $4.32M in Q1 2022.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.