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Modera Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Modera Wealth 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 		– Sell
-25,289
Closed -$1.16M – 644
2025
Q4 		$1.16M Hold
25,289
– – 0.01% 317
2025
Q3 		$1.17M Buy
+25,289
New +$1.16M 0.01% 319

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Modera Wealth Management's FBND Position: Q1 2026 in Review

Modera Wealth Management sold out of Fidelity Total Bond ETF (FBND) in Q1 2026, closing a stake of 25,289 shares — an estimated $1.16M sold.

Modera Wealth Management first reported a position in FBND in Q3 2025 and held it in 2 quarters. The position peaked at $1.17M in Q3 2025. 754 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Modera Wealth Management reported no remaining Fidelity Total Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Modera Wealth Management sold 25,289 Fidelity Total Bond ETF shares in Q1 2026, an estimated $1.16M.
  • Modera Wealth Management first reported a position in Fidelity Total Bond ETF in Q3 2025 and held it in 2 quarters.
  • Modera Wealth Management's Fidelity Total Bond ETF position peaked at $1.17M in Q3 2025.
  • 754 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.