Eley Financial Management’s Fidelity Total Bond ETF FBND Stock Holding History

Eley Financial 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	$2.09M	Buy	45,864 +537	+1%	+$24.8K	0.76%	37
2025 Q4	$2.09M	Buy	45,327 +361	+0.8%	+$16.8K	0.75%	39
2025 Q3	$2.08M	Sell	44,966 -1,194	-3%	-$54.8K	0.75%	39
2025 Q2	$2.11M	Sell	46,160 -516	-1%	-$23.4K	0.81%	38
2025 Q1	$2.13M	Sell	46,676 -1,501	-3%	-$68K	0.86%	35
2024 Q4	$2.16M	Buy	+48,177	New	+$2.2M	0.84%	37

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

Eley Financial Management's FBND Position: Q1 2026 in Review

Eley Financial Management increased its Fidelity Total Bond ETF (FBND) stake by 1.2% in Q1 2026, buying an estimated $24.8K and bringing the position to 45,864 shares worth $2.09M. The position accounts for 0.76% of the portfolio, ranked #37.

Eley Financial Management first reported a position in FBND in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.16M in Q4 2024. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Eley Financial Management held 45,864 shares of Fidelity Total Bond ETF worth $2.09M as of Q1 2026.
Eley Financial Management bought 537 Fidelity Total Bond ETF shares in Q1 2026, an estimated $24.8K.
Fidelity Total Bond ETF made up 0.76% of Eley Financial Management's portfolio in Q1 2026, its #37 holding.
Eley Financial Management first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 6 quarters since.
Eley Financial Management's Fidelity Total Bond ETF position peaked at $2.16M in Q4 2024.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Eley Financial Management's 13F filing for Q1 2026, filed 15 May 2026.