Bond & Devick Financial Network’s Fidelity Total Bond ETF FBND Stock Holding History

Bond & Devick Financial Network’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	$2.22M	Buy	48,710 +12,995	+36%	+$599K	0.62%	23
2025 Q4	$1.64M	Buy	35,715 +4,331	+14%	+$201K	0.46%	29
2025 Q3	$1.45M	Buy	31,384 +1,451	+5%	+$66.6K	0.44%	32
2025 Q2	$1.37M	Buy	29,933 +2,483	+9%	+$112K	0.46%	31
2025 Q1	$1.25M	Buy	27,450 +12,326	+81%	+$558K	0.45%	30
2024 Q4	$707K	Hold	15,124	–	–	0.3%	63
2024 Q3	$707K	Buy	15,124 +1,057	+8%	+$48.8K	0.3%	63
2024 Q2	$632K	Buy	14,067 +96	+0.7%	+$4.3K	0.34%	56
2024 Q1	$633K	Buy	13,971 +1,788	+15%	+$81.1K	0.34%	56
2023 Q4	$561K	Buy	12,183 +4,084	+50%	+$180K	0.32%	62
2023 Q3	$353K	Buy	8,099 +2,315	+40%	+$104K	0.23%	84
2023 Q2	$263K	Buy	+5,784	New	+$265K	0.16%	111

Other funds holding FBND

Northwestern Mutual Wealth Management

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

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

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return