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

Cornerstone Wealth Management’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	$12M	Buy	263,290 +6,350	+2%	+$293K	0.6%	37
2025 Q4	$11.8M	Buy	256,940 +31,193	+14%	+$1.45M	0.62%	33
2025 Q3	$10.4M	Sell	225,747 -2,979	-1%	-$137K	0.58%	36
2025 Q2	$10.5M	Buy	228,726 +9,142	+4%	+$414K	0.64%	32
2025 Q1	$10M	Sell	219,584 -848	-0.4%	-$38.4K	0.68%	28
2024 Q4	$9.89M	Buy	220,432 +64,388	+41%	+$2.94M	0.67%	27
2024 Q3	$7.29M	Buy	156,044 +2,111	+1%	+$97.6K	0.51%	45
2024 Q2	$6.92M	Buy	153,933 +5,087	+3%	+$228K	0.53%	43
2024 Q1	$6.74M	Buy	148,846 +7,818	+6%	+$355K	0.55%	41
2023 Q4	$6.49M	Buy	141,028 +11,026	+8%	+$487K	0.56%	38
2023 Q3	$5.66M	Buy	130,002 +3,716	+3%	+$166K	0.53%	45
2023 Q2	$5.74M	Buy	126,286 +15,835	+14%	+$725K	0.51%	45
2023 Q1	$5.08M	Buy	+110,451	New	+$5.06M	0.5%	46
2022 Q3	$337K	Buy	7,585 +520	+7%	+$24.3K	0.04%	325
2022 Q2	$329K	Buy	+7,065	New	+$336K	0.04%	342

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

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

Cornerstone Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 2.5% in Q1 2026, buying an estimated $293K and bringing the position to 263,290 shares worth $12M. The position accounts for 0.6% of the portfolio, ranked #37.

Cornerstone Wealth Management first reported a position in FBND in Q2 2022 and has held it in 15 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Cornerstone Wealth Management held 263,290 shares of Fidelity Total Bond ETF worth $12M as of Q1 2026.
Cornerstone Wealth Management bought 6,350 Fidelity Total Bond ETF shares in Q1 2026, an estimated $293K.
Fidelity Total Bond ETF made up 0.6% of Cornerstone Wealth Management's portfolio in Q1 2026, its #37 holding.
Cornerstone Wealth Management first reported a position in Fidelity Total Bond ETF in Q2 2022 and has held it in 15 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.