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Gerber LLC’s Fidelity Total Bond ETF FBND Stock Holding History

Gerber 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
Q2 		$1.94M Sell
42,651
-119
-0.3% -$5.43K 0.91% 18
2026
Q1 		$1.95M Buy
42,770
+10,645
+33% +$491K 1.09% 15
2025
Q4 		$1.48M Buy
32,125
+6,997
+28% +$325K 0.82% 19
2025
Q3 		$1.16M Buy
25,128
+4,619
+23% +$212K 0.73% 19
2025
Q2 		$938K Sell
20,509
-1,091
-5% -$49.4K 0.66% 27
2025
Q1 		$986K Sell
21,600
-1,411
-6% -$63.9K 0.82% 19
2024
Q4 		$1.03M Buy
23,011
+62
+0.3% +$2.83K 0.75% 21
2024
Q3 		$1.07M Buy
22,949
+4,179
+22% +$193K 0.79% 21
2024
Q2 		$843K Buy
18,770
+7,002
+60% +$314K 0.66% 25
2024
Q1 		$533K Buy
11,768
+992
+9% +$45K 0.45% 39
2023
Q4 		$496K Buy
+10,776
New +$476K 0.45% 39

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gerber LLC's FBND Position: Q2 2026 in Review

Gerber LLC reduced its Fidelity Total Bond ETF (FBND) stake by 0.28% in Q2 2026, selling an estimated $5.43K and leaving 42,651 shares worth $1.94M. The position accounts for 0.91% of the portfolio, ranked #18.

Gerber LLC first reported a position in FBND in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.95M in Q1 2026. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Gerber LLC held 42,651 shares of Fidelity Total Bond ETF worth $1.94M as of Q2 2026.
  • Gerber LLC sold 119 Fidelity Total Bond ETF shares in Q2 2026, an estimated $5.43K.
  • Fidelity Total Bond ETF made up 0.91% of Gerber LLC's portfolio in Q2 2026, its #18 holding.
  • Gerber LLC first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Gerber LLC's Fidelity Total Bond ETF position peaked at $1.95M in Q1 2026.
  • 789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.