MidAtlantic Capital Management’s Fidelity Total Bond ETF FBND Stock Holding History

MidAtlantic Capital Management’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	$686K	Sell	15,034 -507	-3%	-$23.4K	0.47%	51
2025 Q4	$716K	Sell	15,541 -248	-2%	-$11.5K	0.46%	49
2025 Q3	$730K	Buy	15,789 +11	+0.1%	+$505	0.5%	51
2025 Q2	$722K	Buy	15,778 +1,458	+10%	+$66K	0.51%	51
2025 Q1	$654K	Sell	14,320 -663	-4%	-$30K	0.51%	50
2024 Q4	$672K	Buy	14,983 +197	+1%	+$9K	0.49%	48
2024 Q3	$691K	Buy	14,786 +2,528	+21%	+$117K	0.5%	47
2024 Q2	$551K	Sell	12,258 -9,734	-44%	-$436K	0.46%	48
2024 Q1	$996K	Buy	21,992 +12,852	+141%	+$583K	0.87%	25
2023 Q4	$421K	Buy	+9,140	New	+$403K	0.41%	51

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MidAtlantic Capital Management's FBND Position: Q1 2026 in Review

MidAtlantic Capital Management reduced its Fidelity Total Bond ETF (FBND) stake by 3.3% in Q1 2026, selling an estimated $23.4K and leaving 15,034 shares worth $686K. The position accounts for 0.47% of the portfolio, ranked #51.

MidAtlantic Capital Management first reported a position in FBND in Q4 2023 and has held it in 10 quarters since. The position peaked at $996K in Q1 2024. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

MidAtlantic Capital Management held 15,034 shares of Fidelity Total Bond ETF worth $686K as of Q1 2026.
MidAtlantic Capital Management sold 507 Fidelity Total Bond ETF shares in Q1 2026, an estimated $23.4K.
Fidelity Total Bond ETF made up 0.47% of MidAtlantic Capital Management's portfolio in Q1 2026, its #51 holding.
MidAtlantic Capital Management first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 10 quarters since.
MidAtlantic Capital Management's Fidelity Total Bond ETF position peaked at $996K in Q1 2024.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.