Bright Financial Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Bright Financial 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	$2.01M	Buy	43,951 +6,414	+17%	+$296K	0.92%	22
2025 Q4	$1.73M	Buy	37,537 +5,959	+19%	+$277K	0.82%	23
2025 Q3	$1.46M	Buy	31,578 +1,240	+4%	+$56.9K	0.71%	25
2025 Q2	$1.39M	Buy	30,338 +4,015	+15%	+$182K	0.77%	25
2025 Q1	$1.2M	Buy	26,323 +3,095	+13%	+$140K	0.74%	24
2024 Q4	$1.04M	Buy	+23,228	New	+$1.06M	0.66%	24

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

Bright Financial Advisors's FBND Position: Q1 2026 in Review

Bright Financial Advisors increased its Fidelity Total Bond ETF (FBND) stake by 17% in Q1 2026, buying an estimated $296K and bringing the position to 43,951 shares worth $2.01M. The position accounts for 0.92% of the portfolio, ranked #22.

Bright Financial Advisors first reported a position in FBND in Q4 2024 and has held it in 6 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Bright Financial Advisors held 43,951 shares of Fidelity Total Bond ETF worth $2.01M as of Q1 2026.
Bright Financial Advisors bought 6,414 Fidelity Total Bond ETF shares in Q1 2026, an estimated $296K.
Fidelity Total Bond ETF made up 0.92% of Bright Financial Advisors's portfolio in Q1 2026, its #22 holding.
Bright Financial Advisors first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 6 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.