NewEdge Advisors
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NewEdge Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

NewEdge Advisors’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
Q3 		$30.1M Buy
694,578
+34,884
+5% +$1.56M 0.09% 226
2026
Q2 		$30M Sell
659,694
-618,937
-48% -$28.2M 0.09% 229
2026
Q1 		$58.3M Buy
1,278,631
+54,232
+4% +$2.5M 0.21% 92
2025
Q4 		$56.4M Buy
1,224,399
+129,548
+12% +$6.01M 0.2% 93
2025
Q3 		$50.6M Buy
1,094,851
+398,177
+57% +$18.3M 0.23% 84
2025
Q2 		$31.9M Buy
696,674
+85,294
+14% +$3.86M 0.16% 122
2025
Q1 		$27.9M Buy
611,380
+46,732
+8% +$2.12M 0.17% 123
2024
Q4 		$25.3M Buy
564,648
+13,165
+2% +$602K 0.15% 139
2024
Q3 		$25.8M Buy
551,483
+162,389
+42% +$7.5M 0.17% 128
2024
Q2 		$17.5M Buy
389,094
+259,711
+201% +$11.6M 0.13% 166
2024
Q1 		$5.86M Sell
129,383
-23,606
-15% -$1.07M 0.05% 351
2023
Q4 		$6.97M Buy
152,989
+118,441
+343% +$5.23M 0.07% 279
2023
Q3 		$1.5M Buy
34,548
+6,507
+23% +$291K 0.02% 691
2023
Q2 		$1.27M Buy
28,041
+1,789
+7% +$81.9K 0.01% 757
2023
Q1 		$1.21M Buy
26,252
+4,468
+21% +$205K 0.02% 715
2022
Q4 		$468K Buy
21,784
+3,097
+17% +$139K 0.01% 812
2022
Q3 		$830K Sell
18,687
-2,321
-11% -$108K 0.01% 723
2022
Q2 		$977K Sell
21,008
-4,685
-18% -$223K 0.02% 673
2022
Q1 		$1.28M Buy
25,693
+3,619
+16% +$185K 0.02% 560
2021
Q4 		$1.17M Sell
22,074
-3,236
-13% -$172K 0.02% 652
2021
Q3 		$1.34M Sell
25,310
-37,007
-59% -$1.98M 0.03% 433
2021
Q2 		$3.32M Buy
62,317
+16,483
+36% +$872K 0.09% 223
2021
Q1 		$2.4M Buy
45,834
+10,483
+30% +$559K 0.07% 248
2020
Q4 		$1.92M Buy
35,351
+1,727
+5% +$94.3K 0.06% 267
2020
Q3 		$1.84M Buy
33,624
+7,810
+30% +$429K 0.06% 257
2020
Q2 		$1.39M Buy
25,814
+3,118
+14% +$166K 0.05% 287
2020
Q1 		$1.18M Buy
+22,696
New +$1.17M 0.06% 277

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

NewEdge Advisors's FBND Position: Q3 2026 in Review

NewEdge Advisors increased its Fidelity Total Bond ETF (FBND) stake by 5.3% in Q3 2026, buying an estimated $1.56M and bringing the position to 694,578 shares worth $30.1M. The position accounts for 0.09% of the portfolio, ranked #226.

NewEdge Advisors first reported a position in FBND in Q1 2020 and has held it in 27 quarters since. The position peaked at $58.3M in Q1 2026. 717 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

  • NewEdge Advisors held 694,578 shares of Fidelity Total Bond ETF worth $30.1M as of Q3 2026.
  • NewEdge Advisors bought 34,884 Fidelity Total Bond ETF shares in Q3 2026, an estimated $1.56M.
  • Fidelity Total Bond ETF made up 0.09% of NewEdge Advisors's portfolio in Q3 2026, its #226 holding.
  • NewEdge Advisors first reported a position in Fidelity Total Bond ETF in Q1 2020 and has held it in 27 quarters since.
  • NewEdge Advisors's Fidelity Total Bond ETF position peaked at $58.3M in Q1 2026.
  • 717 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.