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Orion Portfolio Solutions’s Fidelity Total Bond ETF FBND Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$5.53M Buy
121,135
+10,654
+10% +$483K 0.05% 323
2024
Q4 		$4.96M Buy
110,481
+11,435
+12% +$523K 0.05% 333
2024
Q3 		$4.63M Buy
99,046
+19,790
+25% +$915K 0.05% 352
2024
Q2 		$3.56M Buy
79,256
+6,781
+9% +$304K 0.04% 411
2024
Q1 		$3.28M Buy
72,475
+34,112
+89% +$1.55M 0.04% 441
2023
Q4 		$1.75M Sell
38,363
-600
-2% -$26.5K 0.02% 704
2023
Q3 		$1.7M Sell
38,963
-10,167
-21% -$455K 0.02% 689
2023
Q2 		$2.23M Buy
49,130
+2,736
+6% +$125K 0.02% 605
2023
Q1 		$2.13M Buy
46,394
+16,616
+56% +$762K 0.03% 564
2022
Q4 		$1.34M Buy
29,778
+5,426
+22% +$243K 0.05% 251
2022
Q3 		$1.08M Buy
24,352
+5,924
+32% +$277K 0.04% 243
2022
Q2 		$857K Sell
18,428
-293
-2% -$14K 0.03% 278
2022
Q1 		$932K Sell
18,721
-3,524
-16% -$180K 0.03% 275
2021
Q4 		$1.18M Sell
22,245
-887
-4% -$47.1K 0.04% 239
2021
Q3 		$1.23M Sell
23,132
-4,500
-16% -$241K 0.05% 225
2021
Q2 		$1.47M Buy
27,632
+518
+2% +$27.4K 0.06% 177
2021
Q1 		$1.42M Buy
27,114
+843
+3% +$44.9K 0.06% 163
2020
Q4 		$1.43M Buy
26,271
+215
+0.8% +$11.7K 0.07% 160
2020
Q3 		$1.42M Buy
26,056
+8,854
+51% +$486K 0.07% 144
2020
Q2 		$928K Buy
17,202
+1,512
+10% +$80.4K 0.05% 169
2020
Q1 		$812K Buy
+15,690
New +$812K 0.06% 147

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Orion Portfolio Solutions's FBND Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Fidelity Total Bond ETF (FBND) stake by 9.6% in Q1 2025, buying an estimated $483K and bringing the position to 121,135 shares worth $5.53M. The position accounts for 0.05% of the portfolio, ranked #323.

Orion Portfolio Solutions first reported a position in FBND in Q1 2020 and has held it in 21 quarters since. 618 funds tracked by Wall St. Rank hold FBND as of Q1 2025.

  • Orion Portfolio Solutions held 121,135 shares of Fidelity Total Bond ETF worth $5.53M as of Q1 2025.
  • Orion Portfolio Solutions bought 10,654 Fidelity Total Bond ETF shares in Q1 2025, an estimated $483K.
  • Fidelity Total Bond ETF made up 0.05% of Orion Portfolio Solutions's portfolio in Q1 2025, its #323 holding.
  • Orion Portfolio Solutions first reported a position in Fidelity Total Bond ETF in Q1 2020 and has held it in 21 quarters since.
  • 618 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.