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Novem Group’s Fidelity Total Bond ETF FBND Stock Holding History

Novem Group’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 		$330K Sell
7,244
-406
-5% -$18.5K 0.03% 337
2026
Q1 		$349K Buy
7,650
+20
+0.3% +$922 0.04% 321
2025
Q4 		$351K Buy
7,630
+872
+13% +$40.5K 0.04% 309
2025
Q3 		$312K Buy
6,758
+161
+2% +$7.39K 0.04% 326
2025
Q2 		$302K Sell
6,597
-436
-6% -$19.7K 0.04% 317
2025
Q1 		$321K Sell
7,033
-2,521
-26% -$114K 0.05% 278
2024
Q4 		$429K Buy
+9,554
New +$437K 0.06% 247

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $13.5B AUM 21.55% 1-Year Est. Return
Raymond James Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Novem Group's FBND Position: Q2 2026 in Review

Novem Group reduced its Fidelity Total Bond ETF (FBND) stake by 5.3% in Q2 2026, selling an estimated $18.5K and leaving 7,244 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #337.

Novem Group first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $429K in Q4 2024. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Novem Group held 7,244 shares of Fidelity Total Bond ETF worth $330K as of Q2 2026.
  • Novem Group sold 406 Fidelity Total Bond ETF shares in Q2 2026, an estimated $18.5K.
  • Fidelity Total Bond ETF made up 0.03% of Novem Group's portfolio in Q2 2026, its #337 holding.
  • Novem Group first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Novem Group's Fidelity Total Bond ETF position peaked at $429K in Q4 2024.
  • 789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.