LPL Financial’s Fidelity Total Bond ETF FBND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $485M | Buy |
10,628,285
+1,241,211
| +13% | +$57.2M | 0.13% | 165 |
|
|
2025
Q4 | $432M | Buy |
9,387,074
+1,887,404
| +25% | +$87.6M | 0.12% | 168 |
|
|
2025
Q3 | $347M | Buy |
7,499,670
+1,898,489
| +34% | +$87.2M | 0.1% | 188 |
|
|
2025
Q2 | $256M | Buy |
5,601,181
+1,367,235
| +32% | +$61.9M | 0.09% | 224 |
|
|
2025
Q1 | $193M | Buy |
4,233,946
+854,584
| +25% | +$38.7M | 0.08% | 253 |
|
|
2024
Q4 | $152M | Buy |
3,379,362
+594,986
| +21% | +$27.2M | 0.06% | 279 |
|
|
2024
Q3 | $130M | Buy |
2,784,376
+600,874
| +28% | +$27.8M | 0.06% | 296 |
|
|
2024
Q2 | $98.1M | Buy |
2,183,502
+264,838
| +14% | +$11.9M | 0.05% | 341 |
|
|
2024
Q1 | $86.9M | Buy |
1,918,664
+452,231
| +31% | +$20.5M | 0.05% | 362 |
|
|
2023
Q4 | $67.5M | Buy |
1,466,433
+204,881
| +16% | +$9.04M | 0.04% | 408 |
|
|
2023
Q3 | $55M | Buy |
1,261,552
+155,489
| +14% | +$6.95M | 0.04% | 428 |
|
|
2023
Q2 | $50.2M | Buy |
1,106,063
+230,508
| +26% | +$10.5M | 0.04% | 438 |
|
|
2023
Q1 | $40.3M | Buy |
875,555
+211,596
| +32% | +$9.7M | 0.03% | 476 |
|
|
2022
Q4 | $29.9M | Buy |
663,959
+256,384
| +63% | +$11.5M | 0.03% | 538 |
|
|
2022
Q3 | $18.1M | Buy |
407,575
+133,328
| +49% | +$6.23M | 0.02% | 696 |
|
|
2022
Q2 | $12.8M | Buy |
274,247
+10,722
| +4% | +$511K | 0.01% | 842 |
|
|
2022
Q1 | $13.1M | Buy |
263,525
+13,644
| +5% | +$697K | 0.01% | 857 |
|
|
2021
Q4 | $13.2M | Buy |
249,881
+52,297
| +26% | +$2.77M | 0.01% | 859 |
|
|
2021
Q3 | $10.5M | Buy |
197,584
+9,427
| +5% | +$506K | 0.01% | 939 |
|
|
2021
Q2 | $10M | Buy |
188,157
+2,693
| +1% | +$143K | 0.01% | 908 |
|
|
2021
Q1 | $9.72M | Sell |
185,464
-12,501
| -6% | -$666K | 0.01% | 839 |
|
|
2020
Q4 | $10.7M | Buy |
197,965
+20,364
| +11% | +$1.11M | 0.01% | 720 |
|
|
2020
Q3 | $9.71M | Buy |
177,601
+23,512
| +15% | +$1.29M | 0.02% | 658 |
|
|
2020
Q2 | $8.31M | Buy |
154,089
+14,314
| +10% | +$761K | 0.01% | 658 |
|
|
2020
Q1 | $7.23M | Buy |
139,775
+51,583
| +58% | +$2.67M | 0.02% | 617 |
|
|
2019
Q4 | $4.56M | Buy |
88,192
+13,269
| +18% | +$686K | 0.01% | 879 |
|
|
2019
Q3 | $3.87M | Buy |
74,923
+4,304
| +6% | +$222K | 0.01% | 905 |
|
|
2019
Q2 | $3.6M | Buy |
70,619
+7,296
| +12% | +$367K | 0.01% | 930 |
|
|
2019
Q1 | $3.16M | Buy |
63,323
+17,051
| +37% | +$839K | 0.01% | 946 |
|
|
2018
Q4 | $2.25M | Buy |
46,272
+38,853
| +524% | +$1.87M | 0.01% | 1017 |
|
|
2018
Q3 | $361K | Sell |
7,419
-158
| -2% | -$7.72K | ﹤0.01% | 2512 |
|
|
2018
Q2 | $370K | Sell |
7,577
-3,791
| -33% | -$185K | ﹤0.01% | 2458 |
|
|
2018
Q1 | $559K | Sell |
11,368
-36
| -0.3% | -$1.78K | ﹤0.01% | 2037 |
|
|
2017
Q4 | $573K | Buy |
11,404
+1,973
| +21% | +$99.2K | ﹤0.01% | 1940 |
|
|
2017
Q3 | $474K | Hold |
9,431
| – | – | ﹤0.01% | 1987 |
|
|
2017
Q2 | $473K | Buy |
+9,431
| New | +$474K | ﹤0.01% | 1928 |
|
|
2016
Q2 | – | Sell |
-5,272
| Closed | -$258K | – | 2731 |
|
|
2016
Q1 | $258K | Sell |
5,272
-400
| -7% | -$19.2K | ﹤0.01% | 2633 |
|
|
2015
Q4 | $271K | Buy |
+5,672
| New | +$276K | ﹤0.01% | 2604 |
|
|
2015
Q3 | – | Sell |
-11,828
| Closed | -$590K | – | 2822 |
|
|
2015
Q2 | $590K | Buy |
11,828
+876
| +8% | +$44.2K | ﹤0.01% | 1770 |
|
|
2015
Q1 | $557K | Buy |
+10,952
| New | +$554K | ﹤0.01% | 1775 |
|
Other funds holding FBND
DWM
CTB
LPL Financial's FBND Position: Q1 2026 in Review
LPL Financial increased its Fidelity Total Bond ETF (FBND) stake by 13% in Q1 2026, buying an estimated $57.2M and bringing the position to 10,628,285 shares worth $485M. The position accounts for 0.13% of the portfolio, ranked #165.
LPL Financial first reported a position in FBND in Q1 2015 and has held it in 40 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.
- LPL Financial held 10,628,285 shares of Fidelity Total Bond ETF worth $485M as of Q1 2026.
- LPL Financial bought 1,241,211 Fidelity Total Bond ETF shares in Q1 2026, an estimated $57.2M.
- Fidelity Total Bond ETF made up 0.13% of LPL Financial's portfolio in Q1 2026, its #165 holding.
- LPL Financial first reported a position in Fidelity Total Bond ETF in Q1 2015 and has held it in 40 quarters since.
- 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.