Envestnet Portfolio Solutions’s Fidelity Total Bond ETF FBND Stock Holding History

Envestnet Portfolio Solutions’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	$13.4M	Buy	294,442 +24,203	+9%	+$1.1M	0.06%	182
2026 Q1	$12.3M	Buy	270,239 +19,758	+8%	+$911K	0.07%	167
2025 Q4	$11.5M	Buy	250,481 +20,422	+9%	+$948K	0.04%	218
2025 Q3	$10.6M	Buy	230,059 +18,221	+9%	+$837K	0.04%	217
2025 Q2	$9.69M	Buy	211,838 +3,573	+2%	+$162K	0.04%	229
2025 Q1	$9.51M	Buy	208,265 +2,203	+1%	+$99.8K	0.04%	238
2024 Q4	$9.25M	Buy	206,062 +27,243	+15%	+$1.24M	0.03%	265
2024 Q3	$8.36M	Buy	178,819 +20,899	+13%	+$966K	0.03%	283
2024 Q2	$7.1M	Buy	157,920 +20,093	+15%	+$900K	0.02%	297
2024 Q1	$6.24M	Buy	137,827 +39,004	+39%	+$1.77M	0.02%	325
2023 Q4	$4.55M	Buy	98,823 +85,106	+620%	+$3.76M	0.02%	348
2023 Q3	$598K	Buy	+13,717	New	+$613K	﹤0.01%	913

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Envestnet Portfolio Solutions's FBND Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Fidelity Total Bond ETF (FBND) stake by 9% in Q2 2026, buying an estimated $1.1M and bringing the position to 294,442 shares worth $13.4M. The position accounts for 0.06% of the portfolio, ranked #182.

Envestnet Portfolio Solutions first reported a position in FBND in Q3 2023 and has held it in 12 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Envestnet Portfolio Solutions held 294,442 shares of Fidelity Total Bond ETF worth $13.4M as of Q2 2026.
Envestnet Portfolio Solutions bought 24,203 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.1M.
Fidelity Total Bond ETF made up 0.06% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #182 holding.
Envestnet Portfolio Solutions first reported a position in Fidelity Total Bond ETF in Q3 2023 and has held it in 12 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.