Envestnet Asset Management’s Fidelity Total Bond ETF FBND Stock Holding History

Envestnet Asset 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 Q2	$367M	Buy	8,059,617 +587,351	+8%	+$26.8M	0.09%	201
2026 Q1	$341M	Buy	7,472,266 +1,686,456	+29%	+$77.8M	0.09%	205
2025 Q4	$266M	Sell	5,785,810 -474,534	-8%	-$22M	0.08%	234
2025 Q3	$289M	Buy	6,260,344 +591,553	+10%	+$27.2M	0.08%	226
2025 Q2	$259M	Buy	5,668,791 +571,082	+11%	+$25.9M	0.08%	240
2025 Q1	$233M	Buy	5,097,709 +490,739	+11%	+$22.2M	0.08%	255
2024 Q4	$207M	Buy	4,606,970 +123,625	+3%	+$5.65M	0.07%	269
2024 Q3	$210M	Buy	4,483,345 +659,222	+17%	+$30.5M	0.07%	266
2024 Q2	$172M	Buy	3,824,123 +825,448	+28%	+$37M	0.06%	296
2024 Q1	$136M	Buy	2,998,675 +351,675	+13%	+$16M	0.05%	359
2023 Q4	$122M	Buy	2,647,000 +628,777	+31%	+$27.7M	0.05%	355
2023 Q3	$87.9M	Buy	2,018,223 +71,238	+4%	+$3.19M	0.04%	420
2023 Q2	$88.4M	Buy	1,946,985 +553,723	+40%	+$25.3M	0.04%	372
2023 Q1	$64.1M	Buy	1,393,262 +410,211	+42%	+$18.8M	0.03%	430
2022 Q4	$44.3M	Buy	983,051 +9,680	+1%	+$434K	0.02%	521
2022 Q3	$43.2M	Buy	973,371 +50,259	+5%	+$2.35M	0.02%	479
2022 Q2	$43M	Buy	923,112 +77,596	+9%	+$3.7M	0.02%	487
2022 Q1	$42.1M	Sell	845,516 -24,237	-3%	-$1.24M	0.02%	538
2021 Q4	$46.1M	Buy	869,753 +74,950	+9%	+$3.98M	0.02%	513
2021 Q3	$42.2M	Buy	794,803 +71,206	+10%	+$3.82M	0.02%	518
2021 Q2	$38.6M	Buy	723,597 +457,369	+172%	+$24.2M	0.02%	529
2021 Q1	$14M	Sell	266,228 -27,025	-9%	-$1.44M	0.01%	867
2020 Q4	$15.9M	Buy	293,253 +25,223	+9%	+$1.38M	0.01%	710
2020 Q3	$14.6M	Buy	268,030 +41,784	+18%	+$2.29M	0.01%	673
2020 Q2	$12.2M	Buy	226,246 +50,308	+29%	+$2.68M	0.01%	707
2020 Q1	$9.11M	Buy	175,938 +50,741	+41%	+$2.63M	0.01%	721
2019 Q4	$6.48M	Sell	125,197 -5,791	-4%	-$299K	0.01%	990
2019 Q3	$6.77M	Sell	130,988 -2,575	-2%	-$133K	0.01%	923
2019 Q2	$6.82M	Sell	133,563 -6,248	-4%	-$314K	0.01%	898
2019 Q1	$6.99M	Sell	139,811 -5,404	-4%	-$266K	0.01%	844
2018 Q4	$7.05M	Buy	145,215 +48,784	+51%	+$2.35M	0.01%	746
2018 Q3	$4.69M	Buy	+96,431	New	+$4.71M	0.01%	439
2016 Q4	–	Sell	-65,029	Closed	-$3.32M	–	3158
2016 Q3	$3.32M	Buy	65,029 +3,691	+6%	+$188K	0.01%	741
2016 Q2	$3.08M	Buy	61,338 +1,798	+3%	+$89.3K	0.01%	818
2016 Q1	$2.91M	Sell	59,540 -487	-0.8%	-$23.4K	0.01%	807
2015 Q4	$2.88M	Sell	60,027 -3,055	-5%	-$149K	0.01%	787
2015 Q3	$3.05M	Buy	63,082 +5,830	+10%	+$288K	0.02%	761
2015 Q2	$2.85M	Buy	+57,252	New	+$2.89M	0.01%	876

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management's FBND Position: Q2 2026 in Review

Envestnet Asset Management increased its Fidelity Total Bond ETF (FBND) stake by 7.9% in Q2 2026, buying an estimated $26.8M and bringing the position to 8,059,617 shares worth $367M. The position accounts for 0.09% of the portfolio, ranked #201.

Envestnet Asset Management first reported a position in FBND in Q2 2015 and has held it in 38 quarters since. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Envestnet Asset Management held 8,059,617 shares of Fidelity Total Bond ETF worth $367M as of Q2 2026.
Envestnet Asset Management bought 587,351 Fidelity Total Bond ETF shares in Q2 2026, an estimated $26.8M.
Fidelity Total Bond ETF made up 0.09% of Envestnet Asset Management's portfolio in Q2 2026, its #201 holding.
Envestnet Asset Management first reported a position in Fidelity Total Bond ETF in Q2 2015 and has held it in 38 quarters since.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.