Leelyn Smith’s Fidelity Total Bond ETF FBND Stock Holding History

Leelyn Smith’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	$32M	Buy	702,891 +28,580	+4%	+$1.3M	3.89%	6
2026 Q1	$30.8M	Buy	674,311 +46,840	+7%	+$2.16M	4.31%	5
2025 Q4	$28.9M	Buy	627,471 +572,951	+1,051%	+$26.6M	4.18%	6
2025 Q3	$2.52M	Sell	54,520 -468	-0.9%	-$21.5K	0.38%	74
2025 Q2	$2.52M	Sell	54,988 -1,832	-3%	-$82.9K	0.41%	68
2025 Q1	$2.59M	Sell	56,820 -1,329	-2%	-$60.2K	0.46%	63
2024 Q4	$2.61M	Buy	58,149 +2,508	+5%	+$115K	0.46%	60
2024 Q3	$2.6M	Sell	55,641 -2,612	-4%	-$121K	0.47%	60
2024 Q2	$2.62M	Sell	58,253 -4,562	-7%	-$204K	0.51%	51
2024 Q1	$2.85M	Sell	62,815 -2,661	-4%	-$121K	0.57%	48
2023 Q4	$3.01M	Sell	65,476 -8,996	-12%	-$397K	0.66%	43
2023 Q3	$3.24M	Buy	+74,472	New	+$3.33M	0.79%	33

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Leelyn Smith's FBND Position: Q2 2026 in Review

Leelyn Smith increased its Fidelity Total Bond ETF (FBND) stake by 4.2% in Q2 2026, buying an estimated $1.3M and bringing the position to 702,891 shares worth $32M. The position accounts for 3.89% of the portfolio, ranked #6.

Leelyn Smith first reported a position in FBND in Q3 2023 and has held it in 12 quarters since. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Leelyn Smith held 702,891 shares of Fidelity Total Bond ETF worth $32M as of Q2 2026.
Leelyn Smith bought 28,580 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.3M.
Fidelity Total Bond ETF made up 3.89% of Leelyn Smith's portfolio in Q2 2026, its #6 holding.
Leelyn Smith first reported a position in Fidelity Total Bond ETF in Q3 2023 and has held it in 12 quarters since.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.