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Brown, Lisle/Cummings’s Fidelity Total Bond ETF FBND Stock Holding History

Brown, Lisle/Cummings’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 		$38K Hold
834
– – 0.01% 393
2025
Q4 		$38.4K Hold
834
– – 0.01% 366
2025
Q3 		$38.6K Hold
834
– – 0.01% 367
2025
Q2 		$38.2K Buy
+834
New +$37.8K 0.01% 364

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Brown, Lisle/Cummings's FBND Position: Q1 2026 in Review

Brown, Lisle/Cummings held its Fidelity Total Bond ETF (FBND) position steady in Q1 2026 at 834 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #393.

Brown, Lisle/Cummings first reported a position in FBND in Q2 2025 and has held it in 4 quarters since. The position peaked at $38.6K in Q3 2025. 755 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Brown, Lisle/Cummings held 834 shares of Fidelity Total Bond ETF worth $38K as of Q1 2026.
  • Brown, Lisle/Cummings left its Fidelity Total Bond ETF share count unchanged in Q1 2026.
  • Fidelity Total Bond ETF made up 0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #393 holding.
  • Brown, Lisle/Cummings first reported a position in Fidelity Total Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Brown, Lisle/Cummings's Fidelity Total Bond ETF position peaked at $38.6K in Q3 2025.
  • 755 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.