Betterment LLC
FBND icon

Betterment LLC’s Fidelity Total Bond ETF FBND Stock Holding History

Betterment LLC’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 		$5.87M Buy
129,087
+16,110
+14% +$735K 0.01% 162
2026
Q1 		$5.15M Sell
112,977
-3,726
-3% -$172K 0.01% 170
2025
Q4 		$5.37M Buy
116,703
+11,721
+11% +$544K 0.01% 159
2025
Q3 		$4.85M Buy
104,982
+7,481
+8% +$343K 0.01% 158
2025
Q2 		$4.46M Buy
97,501
+2,597
+3% +$118K 0.01% 161
2025
Q1 		$4.33M Buy
94,904
+35,797
+61% +$1.62M 0.01% 150
2024
Q4 		$2.65M Buy
59,107
+8,994
+18% +$411K 0.01% 180
2024
Q3 		$2.34M Buy
50,113
+10,280
+26% +$475K 0.01% 171
2024
Q2 		$1.79M Buy
39,833
+31,861
+400% +$1.43M ﹤0.01% 181
2024
Q1 		$361K Buy
+7,972
New +$362K ﹤0.01% 291

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC's FBND Position: Q2 2026 in Review

Betterment LLC increased its Fidelity Total Bond ETF (FBND) stake by 14% in Q2 2026, buying an estimated $735K and bringing the position to 129,087 shares worth $5.87M. The position accounts for 0.01% of the portfolio, ranked #162.

Betterment LLC first reported a position in FBND in Q1 2024 and has held it in 10 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Betterment LLC held 129,087 shares of Fidelity Total Bond ETF worth $5.87M as of Q2 2026.
  • Betterment LLC bought 16,110 Fidelity Total Bond ETF shares in Q2 2026, an estimated $735K.
  • Fidelity Total Bond ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #162 holding.
  • Betterment LLC first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.