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

IBEX 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	$1.08M	Buy	23,747 +36	+0.2%	+$1.66K	0.1%	104
2025 Q4	$1.09M	Sell	23,711 -1,139	-5%	-$52.9K	0.11%	101
2025 Q3	$1.15M	Sell	24,850 -274	-1%	-$12.6K	0.11%	106
2025 Q2	$1.15M	Sell	25,124 -716	-3%	-$32.4K	0.12%	100
2025 Q1	$1.18M	Sell	25,840 -1,115	-4%	-$50.5K	0.16%	98
2024 Q4	$1.21M	Buy	+26,955	New	+$1.23M	0.14%	106
2023 Q1	–	Sell	-49,090	Closed	-$2.21M	–	115
2022 Q4	$2.21M	Sell	49,090 -4,653	-9%	-$209K	0.5%	63
2022 Q3	$2.39M	Sell	53,743 -79	-0.1%	-$3.69K	0.62%	57
2022 Q2	$2.5M	Sell	53,822 -2,188	-4%	-$104K	0.58%	67
2022 Q1	$2.79M	Sell	56,010 -7,685	-12%	-$393K	0.53%	70
2021 Q4	$3.38M	Sell	63,695 -8,429	-12%	-$447K	0.6%	65
2021 Q3	$3.83M	Sell	72,124 -3,567	-5%	-$191K	0.74%	55
2021 Q2	$4.04M	Sell	75,691 -9,226	-11%	-$488K	0.81%	48
2021 Q1	$4.45M	Sell	84,917 -3,262	-4%	-$174K	1.1%	38
2020 Q4	$4.78M	Sell	88,179 -4,214	-5%	-$230K	1.25%	26
2020 Q3	$5.05M	Sell	92,393 -797	-0.9%	-$43.7K	1.47%	23
2020 Q2	$5.03M	Buy	93,190 +1,074	+1%	+$57.1K	1.61%	16
2020 Q1	$4.77M	Buy	92,116 +1,926	+2%	+$99.7K	1.86%	12
2019 Q4	$4.67M	Buy	90,190 +554	+0.6%	+$28.6K	1.43%	21
2019 Q3	$4.63M	Buy	+89,636	New	+$4.62M	1.54%	17

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

IBEX Wealth Advisors's FBND Position: Q1 2026 in Review

IBEX Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 0.15% in Q1 2026, buying an estimated $1.66K and bringing the position to 23,747 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #104.

IBEX Wealth Advisors first reported a position in FBND in Q3 2019 and has held it in 20 quarters since. The position peaked at $5.05M in Q3 2020. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

IBEX Wealth Advisors held 23,747 shares of Fidelity Total Bond ETF worth $1.08M as of Q1 2026.
IBEX Wealth Advisors bought 36 Fidelity Total Bond ETF shares in Q1 2026, an estimated $1.66K.
Fidelity Total Bond ETF made up 0.1% of IBEX Wealth Advisors's portfolio in Q1 2026, its #104 holding.
IBEX Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q3 2019 and has held it in 20 quarters since.
IBEX Wealth Advisors's Fidelity Total Bond ETF position peaked at $5.05M in Q3 2020.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.