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Leo Wealth LLC’s Fidelity Total Bond ETF FBND Stock Holding History

Leo Wealth LLC’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 		$204K Buy
4,474
+5
+0.1% +$231 0.01% 435
2025
Q4 		$206K Buy
+4,469
New +$207K 0.01% 404
2024
Q2 		– Sell
-201,694
Closed -$9.07M – 340
2024
Q1 		$9.07M Buy
201,694
+18,660
+10% +$847K 0.93% 23
2023
Q4 		$8.34M Buy
+183,034
New +$8.08M 0.86% 22

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Leo Wealth LLC's FBND Position: Q1 2026 in Review

Leo Wealth LLC increased its Fidelity Total Bond ETF (FBND) stake by 0.11% in Q1 2026, buying an estimated $231 and bringing the position to 4,474 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #435.

Leo Wealth LLC first reported a position in FBND in Q4 2023 and has held it in 4 quarters since. The position peaked at $9.07M in Q1 2024. 755 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Leo Wealth LLC held 4,474 shares of Fidelity Total Bond ETF worth $204K as of Q1 2026.
  • Leo Wealth LLC bought 5 Fidelity Total Bond ETF shares in Q1 2026, an estimated $231.
  • Fidelity Total Bond ETF made up 0.01% of Leo Wealth LLC's portfolio in Q1 2026, its #435 holding.
  • Leo Wealth LLC first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • Leo Wealth LLC's Fidelity Total Bond ETF position peaked at $9.07M in Q1 2024.
  • 755 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.