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P.J. Schmidt Investment Management (PJS)’s Fidelity Total Bond ETF FBND Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 		$8.87M Buy
194,437
+12,554
+7% +$579K 1.49% 18
2025
Q4 		$8.37M Buy
181,883
+4,020
+2% +$187K 1.36% 20
2025
Q3 		$8.22M Buy
177,863
+160
+0.1% +$7.35K 1.36% 22
2025
Q2 		$8.13M Buy
177,703
+23,149
+15% +$1.05M 1.41% 22
2025
Q1 		$7.06M Buy
154,554
+7,730
+5% +$350K 1.29% 26
2024
Q4 		$6.59M Buy
146,824
+7,140
+5% +$326K 1.14% 29
2024
Q3 		$6.53M Buy
139,684
+5,644
+4% +$261K 1.13% 30
2024
Q2 		$6.02M Buy
134,040
+13,482
+11% +$604K 1.1% 30
2024
Q1 		$5.46M Buy
120,558
+18,234
+18% +$827K 1.03% 32
2023
Q4 		$4.66M Buy
102,324
+32,217
+46% +$1.42M 0.92% 33
2023
Q3 		$2.98M Buy
70,107
+2,374
+4% +$106K 0.64% 45
2023
Q2 		$3.08M Buy
67,733
+2,344
+4% +$107K 0.61% 47
2023
Q1 		$3M Buy
65,389
+19,354
+42% +$887K 0.63% 49
2022
Q4 		$2.07M Sell
46,035
-4,686
-9% -$210K 0.47% 54
2022
Q3 		$2.21M Buy
50,721
+5,020
+11% +$235K 0.53% 49
2022
Q2 		$2.15M Buy
45,701
+15,233
+50% +$726K 0.47% 51
2022
Q1 		$1.46M Buy
30,468
+6,334
+26% +$324K 0.32% 59
2021
Q4 		$1.25M Buy
24,134
+7,093
+42% +$376K 0.25% 73
2021
Q3 		$903K Sell
17,041
-40
-0.2% -$2.15K 0.18% 90
2021
Q2 		$917K Buy
17,081
+717
+4% +$38K 0.18% 90
2021
Q1 		$863K Buy
16,364
+1,901
+13% +$101K 0.18% 90
2020
Q4 		$778K Buy
14,463
+381
+3% +$20.8K 0.18% 92
2020
Q3 		$770K Buy
+14,082
New +$773K 0.19% 84

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

P.J. Schmidt Investment Management (PJS)'s FBND Position: Q1 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its Fidelity Total Bond ETF (FBND) stake by 6.9% in Q1 2026, buying an estimated $579K and bringing the position to 194,437 shares worth $8.87M. The position accounts for 1.49% of the portfolio, ranked #18.

P.J. Schmidt Investment Management (PJS) first reported a position in FBND in Q3 2020 and has held it in 23 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • P.J. Schmidt Investment Management (PJS) held 194,437 shares of Fidelity Total Bond ETF worth $8.87M as of Q1 2026.
  • P.J. Schmidt Investment Management (PJS) bought 12,554 Fidelity Total Bond ETF shares in Q1 2026, an estimated $579K.
  • Fidelity Total Bond ETF made up 1.49% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q1 2026, its #18 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in Fidelity Total Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2026, filed 29 Apr 2026.