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Leavell Investment Management’s Fidelity Total Bond ETF FBND Stock Holding History

Leavell Investment Management’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 		$514K Buy
11,255
+4,380
+64% +$200K 0.02% 433
2026
Q1 		$315K Buy
6,875
+640
+10% +$29.5K 0.01% 504
2025
Q4 		$289K Buy
+6,235
New +$289K 0.01% 511

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

Leavell Investment Management's FBND Position: Q2 2026 in Review

Leavell Investment Management increased its Fidelity Total Bond ETF (FBND) stake by 64% in Q2 2026, buying an estimated $200K and bringing the position to 11,255 shares worth $514K. The position accounts for 0.02% of the portfolio, ranked #433.

Leavell Investment Management first reported a position in FBND in Q4 2025 and has held it in 3 quarters since. 794 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Leavell Investment Management held 11,255 shares of Fidelity Total Bond ETF worth $514K as of Q2 2026.
  • Leavell Investment Management bought 4,380 Fidelity Total Bond ETF shares in Q2 2026, an estimated $200K.
  • Fidelity Total Bond ETF made up 0.02% of Leavell Investment Management's portfolio in Q2 2026, its #433 holding.
  • Leavell Investment Management first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 794 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.