MHS
FBND icon

M Holdings Securities’s Fidelity Total Bond ETF FBND Stock Holding History

M Holdings Securities’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 		$3.36M Sell
73,573
-34,782
-32% -$1.6M 0.23% 88
2025
Q4 		$4.99M Buy
+108,355
New +$5.03M 0.36% 56

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

M Holdings Securities's FBND Position: Q1 2026 in Review

M Holdings Securities reduced its Fidelity Total Bond ETF (FBND) stake by 32% in Q1 2026, selling an estimated $1.6M and leaving 73,573 shares worth $3.36M. The position accounts for 0.23% of the portfolio, ranked #88.

M Holdings Securities first reported a position in FBND in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.99M in Q4 2025. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • M Holdings Securities held 73,573 shares of Fidelity Total Bond ETF worth $3.36M as of Q1 2026.
  • M Holdings Securities sold 34,782 Fidelity Total Bond ETF shares in Q1 2026, an estimated $1.6M.
  • Fidelity Total Bond ETF made up 0.23% of M Holdings Securities's portfolio in Q1 2026, its #88 holding.
  • M Holdings Securities first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • M Holdings Securities's Fidelity Total Bond ETF position peaked at $4.99M in Q4 2025.
  • 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.