NW
FBND icon

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
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
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

NewEdge Wealth's FBND Position: Q1 2026 in Review

NewEdge Wealth increased its Fidelity Total Bond ETF (FBND) stake by 92% in Q1 2026, buying an estimated $5.79M and bringing the position to 261,847 shares worth $11.9M. The position accounts for 0.14% of the portfolio, ranked #111.

NewEdge Wealth first reported a position in FBND in Q3 2024 and has held it in 7 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • NewEdge Wealth held 261,847 shares of Fidelity Total Bond ETF worth $11.9M as of Q1 2026.
  • NewEdge Wealth bought 125,646 Fidelity Total Bond ETF shares in Q1 2026, an estimated $5.79M.
  • Fidelity Total Bond ETF made up 0.14% of NewEdge Wealth's portfolio in Q1 2026, its #111 holding.
  • NewEdge Wealth first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.