Benjamin Edwards Inc’s Fidelity Total Bond ETF FBND Stock Holding History

Benjamin Edwards Inc’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	$2.4M	Sell	52,865 -11,640	-18%	-$531K	0.02%	525
2026 Q1	$2.94M	Sell	64,505 -12,033	-16%	-$555K	0.03%	441
2025 Q4	$3.52M	Buy	76,538 +6,132	+9%	+$285K	0.04%	377
2025 Q3	$3.26M	Buy	70,406 +777	+1%	+$35.7K	0.04%	396
2025 Q2	$3.19M	Buy	+69,629	New	+$3.15M	0.04%	358

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

Benjamin Edwards Inc's FBND Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Fidelity Total Bond ETF (FBND) stake by 18% in Q2 2026, selling an estimated $531K and leaving 52,865 shares worth $2.4M. The position accounts for 0.02% of the portfolio, ranked #525.

Benjamin Edwards Inc first reported a position in FBND in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.52M in Q4 2025. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Benjamin Edwards Inc held 52,865 shares of Fidelity Total Bond ETF worth $2.4M as of Q2 2026.
Benjamin Edwards Inc sold 11,640 Fidelity Total Bond ETF shares in Q2 2026, an estimated $531K.
Fidelity Total Bond ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #525 holding.
Benjamin Edwards Inc first reported a position in Fidelity Total Bond ETF in Q2 2025 and has held it in 5 quarters since.
Benjamin Edwards Inc's Fidelity Total Bond ETF position peaked at $3.52M in Q4 2025.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.