Peapack-Gladstone Financial Corp’s Fidelity Total Bond ETF FBND Stock Holding History

Peapack-Gladstone Financial Corp’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	$66.6M	Buy	1,459,194 +333,490	+30%	+$15.4M	0.85%	30
2025 Q4	$51.8M	Buy	1,125,704 +325,786	+41%	+$15.1M	0.65%	37
2025 Q3	$37M	Buy	799,918 +106,227	+15%	+$4.88M	0.48%	56
2025 Q2	$31.7M	Buy	693,691 +335,027	+93%	+$15.2M	0.45%	66
2025 Q1	$16.4M	Buy	358,664 +264,864	+282%	+$12M	0.24%	106
2024 Q4	$4.21M	Buy	93,800 +13,350	+17%	+$610K	0.06%	238
2024 Q3	$3.76M	Buy	80,450 +15,620	+24%	+$722K	0.05%	255
2024 Q2	$2.91M	Buy	64,830 +13,080	+25%	+$586K	0.04%	281
2024 Q1	$2.35M	Hold	51,750	–	–	0.04%	306
2023 Q4	$2.38M	Buy	51,750 +23,850	+85%	+$1.05M	0.04%	292
2023 Q3	$1.22M	Buy	27,900 +900	+3%	+$40.2K	0.02%	362
2023 Q2	$1.23M	Buy	27,000 +700	+3%	+$32K	0.02%	363
2023 Q1	$1.21M	Hold	26,300	–	–	0.02%	360
2022 Q4	$1.18M	Sell	26,300 -18,800	-42%	-$843K	0.02%	348
2022 Q3	$2M	Hold	45,100	–	–	0.04%	291
2022 Q2	$2.1M	Buy	+45,100	New	+$2.15M	0.05%	260

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Peapack-Gladstone Financial Corp's FBND Position: Q1 2026 in Review

Peapack-Gladstone Financial Corp increased its Fidelity Total Bond ETF (FBND) stake by 30% in Q1 2026, buying an estimated $15.4M and bringing the position to 1,459,194 shares worth $66.6M. The position accounts for 0.85% of the portfolio, ranked #30.

Peapack-Gladstone Financial Corp first reported a position in FBND in Q2 2022 and has held it in 16 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Peapack-Gladstone Financial Corp held 1,459,194 shares of Fidelity Total Bond ETF worth $66.6M as of Q1 2026.
Peapack-Gladstone Financial Corp bought 333,490 Fidelity Total Bond ETF shares in Q1 2026, an estimated $15.4M.
Fidelity Total Bond ETF made up 0.85% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #30 holding.
Peapack-Gladstone Financial Corp first reported a position in Fidelity Total Bond ETF in Q2 2022 and has held it in 16 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.