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

Opes 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 		$9.37M Buy
205,478
+3,825
+2% +$176K 1.54% 21
2025
Q4 		$9.28M Buy
201,653
+7,275
+4% +$338K 1.51% 22
2025
Q3 		$8.99M Sell
194,378
-5,581
-3% -$256K 1.56% 22
2025
Q2 		$9.15M Sell
199,959
-5,860
-3% -$265K 1.62% 20
2025
Q1 		$9.4M Buy
205,819
+10,418
+5% +$472K 1.9% 15
2024
Q4 		$8.77M Buy
195,401
+10,670
+6% +$488K 1.8% 14
2024
Q3 		$8.63M Buy
184,731
+2,497
+1% +$115K 1.66% 14
2024
Q2 		$8.19M Buy
182,234
+5,725
+3% +$256K 1.71% 15
2024
Q1 		$8M Buy
176,509
+7,246
+4% +$329K 1.85% 15
2023
Q4 		$7.79M Buy
169,263
+4,260
+3% +$188K 1.87% 13
2023
Q3 		$7.19M Buy
165,003
+21,654
+15% +$968K 1.99% 14
2023
Q2 		$6.51M Buy
143,349
+31,762
+28% +$1.45M 1.85% 17
2023
Q1 		$5.13M Buy
111,587
+40,099
+56% +$1.84M 1.66% 20
2022
Q4 		$3.22M Sell
71,488
-33,843
-32% -$1.52M 1.17% 27
2022
Q3 		$4.68M Buy
105,331
+39,881
+61% +$1.86M 1.87% 19
2022
Q2 		$3.04M Sell
65,450
-35,351
-35% -$1.68M 1.22% 27
2022
Q1 		$5.02M Buy
100,801
+510
+0.5% +$26.1K 1.63% 22
2021
Q4 		$5.32M Buy
100,291
+9,746
+11% +$517K 1.65% 20
2021
Q3 		$4.81M Buy
90,545
+16,000
+21% +$858K 1.7% 20
2021
Q2 		$3.98M Buy
74,545
+2,576
+4% +$136K 1.47% 21
2021
Q1 		$3.77M Buy
71,969
+7,989
+12% +$426K 1.47% 22
2020
Q4 		$3.47M Buy
63,980
+6,680
+12% +$365K 1.67% 20
2020
Q3 		$3.13M Buy
57,300
+11,687
+26% +$641K 1.5% 21
2020
Q2 		$2.46M Buy
45,613
+2,274
+5% +$121K 1.25% 21
2020
Q1 		$2.24M Buy
+43,339
New +$2.24M 1.69% 21

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

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

Opes Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 1.9% in Q1 2026, buying an estimated $176K and bringing the position to 205,478 shares worth $9.37M. The position accounts for 1.54% of the portfolio, ranked #21.

Opes Wealth Management first reported a position in FBND in Q1 2020 and has held it in 25 quarters since. The position peaked at $9.4M in Q1 2025. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Opes Wealth Management held 205,478 shares of Fidelity Total Bond ETF worth $9.37M as of Q1 2026.
  • Opes Wealth Management bought 3,825 Fidelity Total Bond ETF shares in Q1 2026, an estimated $176K.
  • Fidelity Total Bond ETF made up 1.54% of Opes Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Opes Wealth Management first reported a position in Fidelity Total Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Opes Wealth Management's Fidelity Total Bond ETF position peaked at $9.4M in Q1 2025.
  • 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.