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Leigh Baldwin & Co’s Fidelity Total Bond ETF FBND Stock Holding History

Leigh Baldwin & Co’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 		$4.11M Buy
90,051
+11,677
+15% +$539K 2.66% 8
2025
Q4 		$3.61M Buy
78,374
+2,858
+4% +$133K 2.37% 10
2025
Q3 		$3.49M Buy
75,516
+6,171
+9% +$283K 1.97% 12
2025
Q2 		$3.17M Buy
69,345
+19,691
+40% +$891K 2.09% 11
2025
Q1 		$2.27M Buy
49,654
+12,306
+33% +$557K 1.82% 13
2024
Q4 		$1.68M Buy
+37,348
New +$1.71M 1.41% 15

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 $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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
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

Leigh Baldwin & Co's FBND Position: Q1 2026 in Review

Leigh Baldwin & Co increased its Fidelity Total Bond ETF (FBND) stake by 15% in Q1 2026, buying an estimated $539K and bringing the position to 90,051 shares worth $4.11M. The position accounts for 2.66% of the portfolio, ranked #8.

Leigh Baldwin & Co first reported a position in FBND in Q4 2024 and has held it in 6 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Leigh Baldwin & Co held 90,051 shares of Fidelity Total Bond ETF worth $4.11M as of Q1 2026.
  • Leigh Baldwin & Co bought 11,677 Fidelity Total Bond ETF shares in Q1 2026, an estimated $539K.
  • Fidelity Total Bond ETF made up 2.66% of Leigh Baldwin & Co's portfolio in Q1 2026, its #8 holding.
  • Leigh Baldwin & Co first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.