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Forvis Mazars Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Forvis Mazars Wealth Advisors’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 		$129M Buy
2,818,729
+110,352
+4% +$5.09M 2.44% 8
2025
Q4 		$125M Buy
2,708,377
+121,756
+5% +$5.65M 2.35% 8
2025
Q3 		$120M Buy
2,586,621
+133,603
+5% +$6.13M 2.38% 7
2025
Q2 		$112M Sell
2,453,018
-26,004
-1% -$1.18M 2.42% 7
2025
Q1 		$113M Sell
2,479,022
-135,644
-5% -$6.14M 2.71% 6
2024
Q4 		$117M Buy
2,614,666
+91,090
+4% +$4.16M 2.7% 6
2024
Q3 		$118M Buy
2,523,576
+185,285
+8% +$8.56M 2.71% 6
2024
Q2 		$105M Buy
2,338,291
+201,599
+9% +$9.03M 2.62% 6
2024
Q1 		$96.8M Buy
2,136,692
+292,436
+16% +$13.3M 2.46% 5
2023
Q4 		$84.9M Buy
1,844,256
+475,929
+35% +$21M 2.36% 5
2023
Q3 		$59.6M Buy
1,368,327
+558,435
+69% +$25M 1.8% 10
2023
Q2 		$36.8M Buy
809,892
+345,123
+74% +$15.8M 1.08% 20
2023
Q1 		$21.4M Buy
+464,769
New +$21.3M 0.7% 28

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

Forvis Mazars Wealth Advisors's FBND Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 4.1% in Q1 2026, buying an estimated $5.09M and bringing the position to 2,818,729 shares worth $129M. The position accounts for 2.44% of the portfolio, ranked #8.

Forvis Mazars Wealth Advisors first reported a position in FBND in Q1 2023 and has held it in 13 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 2,818,729 shares of Fidelity Total Bond ETF worth $129M as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 110,352 Fidelity Total Bond ETF shares in Q1 2026, an estimated $5.09M.
  • Fidelity Total Bond ETF made up 2.44% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #8 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.