Insight Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Insight 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	$821K	Buy	17,988 +291	+2%	+$13.4K	0.16%	91
2025 Q4	$815K	Buy	17,697 +71	+0.4%	+$3.29K	0.12%	107
2025 Q3	$815K	Buy	17,626 +500	+3%	+$23K	0.12%	113
2025 Q2	$784K	Buy	17,126 +9	+0.1%	+$407	0.13%	107
2025 Q1	$781K	Sell	17,117 -2,362	-12%	-$107K	0.14%	103
2024 Q4	$875K	Buy	19,479 +4,360	+29%	+$199K	0.15%	97
2024 Q3	$707K	Buy	15,119 +3,133	+26%	+$145K	0.12%	120
2024 Q2	$539K	Buy	+11,986	New	+$537K	0.1%	143

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

Insight Advisors's FBND Position: Q1 2026 in Review

Insight Advisors increased its Fidelity Total Bond ETF (FBND) stake by 1.6% in Q1 2026, buying an estimated $13.4K and bringing the position to 17,988 shares worth $821K. The position accounts for 0.16% of the portfolio, ranked #91.

Insight Advisors first reported a position in FBND in Q2 2024 and has held it in 8 quarters since. The position peaked at $875K in Q4 2024. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Insight Advisors held 17,988 shares of Fidelity Total Bond ETF worth $821K as of Q1 2026.
Insight Advisors bought 291 Fidelity Total Bond ETF shares in Q1 2026, an estimated $13.4K.
Fidelity Total Bond ETF made up 0.16% of Insight Advisors's portfolio in Q1 2026, its #91 holding.
Insight Advisors first reported a position in Fidelity Total Bond ETF in Q2 2024 and has held it in 8 quarters since.
Insight Advisors's Fidelity Total Bond ETF position peaked at $875K in Q4 2024.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.