Coyle Financial Counsel’s Fidelity Total Bond ETF FBND Stock Holding History

Coyle Financial Counsel’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	$36.3M	Buy	794,794 +32,406	+4%	+$1.49M	7.67%	3
2025 Q4	$35.1M	Buy	762,388 +26,679	+4%	+$1.24M	7.5%	3
2025 Q3	$34M	Buy	735,709 +131,713	+22%	+$6.05M	7.84%	3
2025 Q2	$27.6M	Buy	603,996 +37,798	+7%	+$1.71M	7.4%	3
2025 Q1	$25.8M	Buy	566,198 +31,760	+6%	+$1.44M	7.89%	3
2024 Q4	$24M	Buy	534,438 +60,397	+13%	+$2.76M	7.59%	3
2024 Q3	$21.3M	Buy	474,041 +13,252	+3%	+$612K	7.43%	3
2024 Q2	$20.9M	Hold	460,789	–	–	7.47%	3
2024 Q1	$20.9M	Buy	460,789 +18,586	+4%	+$843K	7.47%	3
2023 Q4	$20.4M	Sell	442,203 -4,027	-0.9%	-$178K	7.82%	3
2023 Q3	$19.4M	Buy	+446,230	New	+$20M	8.14%	3

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

Coyle Financial Counsel's FBND Position: Q1 2026 in Review

Coyle Financial Counsel increased its Fidelity Total Bond ETF (FBND) stake by 4.3% in Q1 2026, buying an estimated $1.49M and bringing the position to 794,794 shares worth $36.3M. The position accounts for 7.67% of the portfolio, ranked #3.

Coyle Financial Counsel first reported a position in FBND in Q3 2023 and has held it in 11 quarters since. 752 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Coyle Financial Counsel held 794,794 shares of Fidelity Total Bond ETF worth $36.3M as of Q1 2026.
Coyle Financial Counsel bought 32,406 Fidelity Total Bond ETF shares in Q1 2026, an estimated $1.49M.
Fidelity Total Bond ETF made up 7.67% of Coyle Financial Counsel's portfolio in Q1 2026, its #3 holding.
Coyle Financial Counsel first reported a position in Fidelity Total Bond ETF in Q3 2023 and has held it in 11 quarters since.
752 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Coyle Financial Counsel's 13F filing for Q1 2026, filed 12 May 2026.