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

NewEdge Wealth’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 Q2	$13.2M	Buy	290,125 +28,278	+11%	+$1.29M	0.13%	117
2026 Q1	$11.9M	Buy	261,847 +125,646	+92%	+$5.79M	0.14%	111
2025 Q4	$6.27M	Buy	136,201 +36,761	+37%	+$1.71M	0.07%	190
2025 Q3	$4.59M	Buy	99,440 +29,947	+43%	+$1.38M	0.07%	223
2025 Q2	$3.19M	Buy	69,493 +35,621	+105%	+$1.61M	0.05%	284
2025 Q1	$1.55M	Sell	33,872 -4,946	-13%	-$224K	0.03%	404
2024 Q4	$1.74M	Buy	38,818 +15,952	+70%	+$729K	0.03%	381
2024 Q3	$1.07M	Buy	+22,866	New	+$1.06M	0.02%	465

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Wealth's FBND Position: Q2 2026 in Review

NewEdge Wealth increased its Fidelity Total Bond ETF (FBND) stake by 11% in Q2 2026, buying an estimated $1.29M and bringing the position to 290,125 shares worth $13.2M. The position accounts for 0.13% of the portfolio, ranked #117.

NewEdge Wealth first reported a position in FBND in Q3 2024 and has held it in 8 quarters since. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

NewEdge Wealth held 290,125 shares of Fidelity Total Bond ETF worth $13.2M as of Q2 2026.
NewEdge Wealth bought 28,278 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.29M.
Fidelity Total Bond ETF made up 0.13% of NewEdge Wealth's portfolio in Q2 2026, its #117 holding.
NewEdge Wealth first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 8 quarters since.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.