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Diversify Advisory Services’s Fidelity Total Bond ETF FBND Stock Holding History

Diversify Advisory Services’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 		– Sell
-74,313
Closed -$3.43M – 434
2025
Q4 		$3.43M Buy
+74,313
New +$3.45M 0.11% 137

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

Diversify Advisory Services's FBND Position: Q1 2026 in Review

Diversify Advisory Services sold out of Fidelity Total Bond ETF (FBND) in Q1 2026, closing a stake of 74,313 shares — an estimated $3.43M sold.

Diversify Advisory Services first reported a position in FBND in Q4 2025 and held it in 1 quarter. The position peaked at $3.43M in Q4 2025. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Diversify Advisory Services reported no remaining Fidelity Total Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 74,313 Fidelity Total Bond ETF shares in Q1 2026, an estimated $3.43M.
  • Diversify Advisory Services first reported a position in Fidelity Total Bond ETF in Q4 2025 and held it in 1 quarter.
  • Diversify Advisory Services's Fidelity Total Bond ETF position peaked at $3.43M in Q4 2025.
  • 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.