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Mayfair Advisory Group’s Fidelity Total Bond ETF FBND Stock Holding History

Mayfair Advisory Group’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 		$8.68M Buy
190,368
+1,934
+1% +$89.2K 3.03% 8
2025
Q4 		$8.68M Buy
188,434
+12,012
+7% +$557K 3.37% 5
2025
Q3 		$8.16M Buy
176,422
+641
+0.4% +$29.4K 3.5% 6
2025
Q2 		$8.05M Buy
175,781
+37,477
+27% +$1.7M 3.79% 5
2025
Q1 		$6.31M Sell
138,304
-10,798
-7% -$489K 3.64% 7
2024
Q4 		$6.69M Sell
149,102
-32,597
-18% -$1.49M 3.94% 6
2024
Q3 		$8.41M Buy
181,699
+12,055
+7% +$557K 5.3% 5
2024
Q2 		$7.74M Buy
169,644
+4,677
+3% +$210K 5.24% 5
2024
Q1 		$7.47M Buy
164,967
+47,719
+41% +$2.17M 5.43% 5
2023
Q4 		$5.37M Buy
117,248
+21,882
+23% +$966K 4.57% 7
2023
Q3 		$4.14M Buy
95,366
+32,301
+51% +$1.44M 3.99% 7
2023
Q2 		$2.83M Buy
63,065
+18,303
+41% +$838K 2.82% 9
2023
Q1 		$2.06M Buy
44,762
+34,806
+350% +$1.6M 2.24% 9
2022
Q4 		$458K Sell
9,956
-2,138
-18% -$95.9K 0.58% 46
2022
Q3 		$542K Buy
12,094
+256
+2% +$12K 0.77% 37
2022
Q2 		$566K Sell
11,838
-7,547
-39% -$359K 0.75% 36
2022
Q1 		$963K Buy
19,385
+450
+2% +$23K 1.23% 17
2021
Q4 		$993K Buy
18,935
+1,525
+9% +$80.9K 1.32% 17
2021
Q3 		$927K Buy
17,410
+340
+2% +$18.2K 1.42% 15
2021
Q2 		$910K Buy
17,070
+2,037
+14% +$108K 1.44% 13
2021
Q1 		$790K Buy
15,033
+3,007
+25% +$160K 1.41% 18
2020
Q4 		$652K Buy
12,026
+1,323
+12% +$72.2K 1.28% 20
2020
Q3 		$585K Buy
10,703
+2,840
+36% +$156K 1.51% 17
2020
Q2 		$424K Buy
+7,863
New +$418K 1.37% 18

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

Mayfair Advisory Group's FBND Position: Q1 2026 in Review

Mayfair Advisory Group increased its Fidelity Total Bond ETF (FBND) stake by 1% in Q1 2026, buying an estimated $89.2K and bringing the position to 190,368 shares worth $8.68M. The position accounts for 3.03% of the portfolio, ranked #8.

Mayfair Advisory Group first reported a position in FBND in Q2 2020 and has held it in 24 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Mayfair Advisory Group held 190,368 shares of Fidelity Total Bond ETF worth $8.68M as of Q1 2026.
  • Mayfair Advisory Group bought 1,934 Fidelity Total Bond ETF shares in Q1 2026, an estimated $89.2K.
  • Fidelity Total Bond ETF made up 3.03% of Mayfair Advisory Group's portfolio in Q1 2026, its #8 holding.
  • Mayfair Advisory Group first reported a position in Fidelity Total Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.