Equitable Holdings’s Fidelity Total Bond ETF FBND Stock Holding History

Equitable Holdings’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	$11.2M	Buy	242,388 +14,721	+6%	+$679K	0.07%	265
2025 Q4	$10.5M	Buy	227,667 +45,763	+25%	+$2.12M	0.07%	230
2025 Q3	$8.41M	Buy	181,904 +20,224	+13%	+$929K	0.06%	248
2025 Q2	$7.4M	Buy	161,680 +5,138	+3%	+$233K	0.06%	247
2025 Q1	$7.15M	Sell	156,542 -156,905	-50%	-$7.11M	0.07%	233
2024 Q4	$14.1M	Buy	313,447 +127,436	+69%	+$5.82M	0.13%	134
2024 Q3	$8.69M	Buy	186,011 +91,590	+97%	+$4.23M	0.08%	194
2024 Q2	$4.24M	Buy	94,421 +16,823	+22%	+$754K	0.04%	294
2024 Q1	$3.52M	Buy	77,598 +7,236	+10%	+$328K	0.04%	314
2023 Q4	$3.24M	Buy	70,362 +51,903	+281%	+$2.29M	0.04%	296
2023 Q3	$804K	Buy	18,459 +4,690	+34%	+$210K	0.01%	595
2023 Q2	$625K	Buy	13,769 +8,270	+150%	+$378K	0.01%	637
2023 Q1	$253K	Buy	5,499 +824	+18%	+$37.8K	﹤0.01%	846
2022 Q4	$210K	Buy	+4,675	New	+$210K	﹤0.01%	841

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

Equitable Holdings's FBND Position: Q1 2026 in Review

Equitable Holdings increased its Fidelity Total Bond ETF (FBND) stake by 6.5% in Q1 2026, buying an estimated $679K and bringing the position to 242,388 shares worth $11.2M. The position accounts for 0.07% of the portfolio, ranked #265.

Equitable Holdings first reported a position in FBND in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.1M in Q4 2024. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Equitable Holdings held 242,388 shares of Fidelity Total Bond ETF worth $11.2M as of Q1 2026.
Equitable Holdings bought 14,721 Fidelity Total Bond ETF shares in Q1 2026, an estimated $679K.
Fidelity Total Bond ETF made up 0.07% of Equitable Holdings's portfolio in Q1 2026, its #265 holding.
Equitable Holdings first reported a position in Fidelity Total Bond ETF in Q4 2022 and has held it in 14 quarters since.
Equitable Holdings's Fidelity Total Bond ETF position peaked at $14.1M in Q4 2024.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.