Boston Family Office’s Fidelity Total Bond ETF FBND Stock Holding History

Boston Family Office’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	$528K	Hold	11,574	–	–	0.04%	216
2025 Q4	$533K	Hold	11,574	–	–	0.03%	210
2025 Q3	$535K	Hold	11,574	–	–	0.03%	205
2025 Q2	$530K	Sell	11,574 -225	-2%	-$10.2K	0.04%	203
2025 Q1	$539K	Hold	11,799	–	–	0.04%	196
2024 Q4	$529K	Hold	11,799	–	–	0.04%	192
2024 Q3	$551K	Buy	+11,799	New	+$545K	0.04%	194

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

Boston Family Office's FBND Position: Q1 2026 in Review

Boston Family Office held its Fidelity Total Bond ETF (FBND) position steady in Q1 2026 at 11,574 shares worth $528K. The position accounts for 0.04% of the portfolio, ranked #216.

Boston Family Office first reported a position in FBND in Q3 2024 and has held it in 7 quarters since. The position peaked at $551K in Q3 2024. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Boston Family Office held 11,574 shares of Fidelity Total Bond ETF worth $528K as of Q1 2026.
Boston Family Office left its Fidelity Total Bond ETF share count unchanged in Q1 2026.
Fidelity Total Bond ETF made up 0.04% of Boston Family Office's portfolio in Q1 2026, its #216 holding.
Boston Family Office first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 7 quarters since.
Boston Family Office's Fidelity Total Bond ETF position peaked at $551K in Q3 2024.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.