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Financial Freedom LLC’s Fidelity Total Bond ETF FBND Stock Holding History

Financial Freedom LLC’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 		$1.54M Buy
33,653
+5,690
+20% +$262K 0.76% 34
2025
Q4 		$1.29M Buy
27,963
+17,461
+166% +$810K 0.64% 39
2025
Q3 		$486K Buy
10,502
+8,500
+425% +$390K 0.24% 67
2025
Q2 		$91.5K Sell
2,002
-115
-5% -$5.21K 0.05% 139
2025
Q1 		$96.6K Sell
2,117
-335
-14% -$15.2K 0.06% 133
2024
Q4 		$110K Sell
2,452
-427
-15% -$19.5K 0.06% 125
2024
Q3 		$135K Buy
2,879
+21
+0.7% +$971 0.07% 121
2024
Q2 		$128K Buy
2,858
+20
+0.7% +$896 0.07% 121
2024
Q1 		$129K Buy
2,838
+20
+0.7% +$908 0.08% 121
2023
Q4 		$130K Sell
2,818
-200
-7% -$8.83K 0.08% 116
2023
Q3 		$131K Buy
+3,018
New +$135K 0.09% 113

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

Financial Freedom LLC's FBND Position: Q1 2026 in Review

Financial Freedom LLC increased its Fidelity Total Bond ETF (FBND) stake by 20% in Q1 2026, buying an estimated $262K and bringing the position to 33,653 shares worth $1.54M. The position accounts for 0.76% of the portfolio, ranked #34.

Financial Freedom LLC first reported a position in FBND in Q3 2023 and has held it in 11 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Financial Freedom LLC held 33,653 shares of Fidelity Total Bond ETF worth $1.54M as of Q1 2026.
  • Financial Freedom LLC bought 5,690 Fidelity Total Bond ETF shares in Q1 2026, an estimated $262K.
  • Fidelity Total Bond ETF made up 0.76% of Financial Freedom LLC's portfolio in Q1 2026, its #34 holding.
  • Financial Freedom LLC first reported a position in Fidelity Total Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.