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Burke & Herbert Bank & Trust’s Fidelity Total Bond ETF FBND Stock Holding History

Burke & Herbert Bank & Trust’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 		$218K Hold
4,797
– – 0.05% 236
2026
Q1 		$219K Buy
+4,797
New +$221K 0.06% 221

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

Burke & Herbert Bank & Trust's FBND Position: Q2 2026 in Review

Burke & Herbert Bank & Trust held its Fidelity Total Bond ETF (FBND) position steady in Q2 2026 at 4,797 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #236.

Burke & Herbert Bank & Trust first reported a position in FBND in Q1 2026 and has held it in 2 quarters since. The position peaked at $219K in Q1 2026. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Burke & Herbert Bank & Trust held 4,797 shares of Fidelity Total Bond ETF worth $218K as of Q2 2026.
  • Burke & Herbert Bank & Trust left its Fidelity Total Bond ETF share count unchanged in Q2 2026.
  • Fidelity Total Bond ETF made up 0.05% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #236 holding.
  • Burke & Herbert Bank & Trust first reported a position in Fidelity Total Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Burke & Herbert Bank & Trust's Fidelity Total Bond ETF position peaked at $219K in Q1 2026.
  • 788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.