Jones Financial Companies
FBND icon

Jones Financial Companies’s Fidelity Total Bond ETF FBND Stock Holding History

Jones Financial Companies’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 		$35.4M Buy
778,778
+282,627
+57% +$13M 0.02% 439
2025
Q4 		$22.8M Buy
496,151
+144,439
+41% +$6.7M 0.01% 298
2025
Q3 		$16.3M Buy
351,712
+101,997
+41% +$4.68M 0.01% 327
2025
Q2 		$11.4M Buy
249,715
+94,875
+61% +$4.29M 0.01% 341
2025
Q1 		$7.05M Buy
154,840
+51,574
+50% +$2.34M 0.01% 363
2024
Q4 		$4.63M Buy
103,266
+30,755
+42% +$1.41M ﹤0.01% 374
2024
Q3 		$3.4M Buy
72,511
+39,348
+119% +$1.82M ﹤0.01% 347
2024
Q2 		$1.49M Buy
33,163
+27,739
+511% +$1.24M ﹤0.01% 365
2024
Q1 		$246K Buy
5,424
+5,019
+1,239% +$228K ﹤0.01% 431
2023
Q4 		$18.6K Buy
+405
New +$17.9K ﹤0.01% 599

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 $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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