Peterson Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Peterson Wealth Advisors’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	$3.1M	Sell	68,049 -20,283	-23%	-$935K	0.41%	27
2025 Q4	$4.07M	Sell	88,332 -4,386	-5%	-$204K	0.54%	25
2025 Q3	$4.29M	Sell	92,718 -7,038	-7%	-$323K	0.64%	25
2025 Q2	$4.56M	Sell	99,756 -7,094	-7%	-$321K	0.75%	22
2025 Q1	$4.84M	Sell	106,850 -5,516	-5%	-$250K	0.94%	19
2024 Q4	$5.04M	Buy	112,366 +80,970	+258%	+$3.7M	0.91%	18
2024 Q3	$1.47M	Buy	31,396 +246	+0.8%	+$11.4K	0.28%	30
2024 Q2	$1.4M	Sell	31,150 -637	-2%	-$28.5K	0.29%	27
2024 Q1	$1.44M	Sell	31,787 -2,822	-8%	-$128K	0.31%	27
2023 Q4	$1.59M	Sell	34,609 -3,828	-10%	-$169K	0.38%	25
2023 Q3	$1.67M	Buy	38,437 +4,660	+14%	+$208K	0.45%	24
2023 Q2	$1.53M	Sell	33,777 -1,980	-6%	-$90.6K	0.4%	23
2023 Q1	$1.64M	Buy	35,757 +2,276	+7%	+$104K	0.45%	23
2022 Q4	$1.51M	Buy	+33,481	New	+$1.5M	0.46%	24

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

Peterson Wealth Advisors's FBND Position: Q1 2026 in Review

Peterson Wealth Advisors reduced its Fidelity Total Bond ETF (FBND) stake by 23% in Q1 2026, selling an estimated $935K and leaving 68,049 shares worth $3.1M. The position accounts for 0.41% of the portfolio, ranked #27.

Peterson Wealth Advisors first reported a position in FBND in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.04M in Q4 2024. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Peterson Wealth Advisors held 68,049 shares of Fidelity Total Bond ETF worth $3.1M as of Q1 2026.
Peterson Wealth Advisors sold 20,283 Fidelity Total Bond ETF shares in Q1 2026, an estimated $935K.
Fidelity Total Bond ETF made up 0.41% of Peterson Wealth Advisors's portfolio in Q1 2026, its #27 holding.
Peterson Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q4 2022 and has held it in 14 quarters since.
Peterson Wealth Advisors's Fidelity Total Bond ETF position peaked at $5.04M in Q4 2024.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.