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Cornerstone Wealth Group’s Fidelity Total Bond ETF FBND Stock Holding History

Cornerstone Wealth Group’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 		$17M Buy
369,509
+39,275
+12% +$1.81M 1.09% 19
2025
Q4 		$15.2M Buy
330,234
+18,123
+6% +$841K 1.04% 22
2025
Q3 		$14.4M Buy
312,111
+10,714
+4% +$492K 0.97% 22
2025
Q2 		$13.8M Sell
301,397
-5,372
-2% -$243K 1.03% 19
2025
Q1 		$14M Buy
306,769
+258,980
+542% +$11.7M 1.16% 19
2024
Q4 		$2.14M Buy
47,789
+4,900
+11% +$224K 0.18% 106
2024
Q3 		$2M Buy
42,889
+1,355
+3% +$62.6K 0.17% 108
2024
Q2 		$1.87M Buy
41,534
+1,145
+3% +$51.3K 0.17% 105
2024
Q1 		$1.83M Buy
40,389
+1,234
+3% +$56K 0.17% 103
2023
Q4 		$1.8M Buy
39,155
+13,353
+52% +$589K 0.26% 79
2023
Q3 		$1.12M Buy
25,802
+1,148
+5% +$51.3K 0.2% 92
2023
Q2 		$1.12M Sell
24,654
-2,130
-8% -$97.5K 0.2% 92
2023
Q1 		$1.23M Buy
+26,784
New +$1.23M 0.22% 96
2020
Q4 		– Sell
-3,681
Closed -$201K – 157
2020
Q3 		$201K Sell
3,681
-497,349
-99% -$27.3M 0.05% 129
2020
Q2 		$27M Sell
501,030
-184,603
-27% -$9.82M 6.78% 2
2020
Q1 		$35.5M Sell
685,633
-46,653
-6% -$2.41M 12.51% 1
2019
Q4 		$37.9M Buy
732,286
+248,497
+51% +$12.8M 10.24% 1
2019
Q3 		$25M Sell
483,789
-10,670
-2% -$550K 6.27% 1
2019
Q2 		$25.2M Sell
494,459
-5,483
-1% -$276K 6.8% 1
2019
Q1 		$25M Buy
+499,942
New +$24.6M 6.27% 1

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
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
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
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

Cornerstone Wealth Group's FBND Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Fidelity Total Bond ETF (FBND) stake by 12% in Q1 2026, buying an estimated $1.81M and bringing the position to 369,509 shares worth $17M. The position accounts for 1.09% of the portfolio, ranked #19.

Cornerstone Wealth Group first reported a position in FBND in Q1 2019 and has held it in 20 quarters since. The position peaked at $37.9M in Q4 2019. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Cornerstone Wealth Group held 369,509 shares of Fidelity Total Bond ETF worth $17M as of Q1 2026.
  • Cornerstone Wealth Group bought 39,275 Fidelity Total Bond ETF shares in Q1 2026, an estimated $1.81M.
  • Fidelity Total Bond ETF made up 1.09% of Cornerstone Wealth Group's portfolio in Q1 2026, its #19 holding.
  • Cornerstone Wealth Group first reported a position in Fidelity Total Bond ETF in Q1 2019 and has held it in 20 quarters since.
  • Cornerstone Wealth Group's Fidelity Total Bond ETF position peaked at $37.9M in Q4 2019.
  • 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.