PFA
FBND icon

Presper Financial Architects’s Fidelity Total Bond ETF FBND Stock Holding History

Presper Financial Architects’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 		$28.1M Buy
614,977
+36,580
+6% +$1.69M 16.67% 1
2025
Q4 		$26.6M Buy
578,397
+2,669
+0.5% +$124K 15.06% 1
2025
Q3 		$26.6M Buy
+575,728
New +$26.4M 15.44% 1

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

Presper Financial Architects's FBND Position: Q1 2026 in Review

Presper Financial Architects increased its Fidelity Total Bond ETF (FBND) stake by 6.3% in Q1 2026, buying an estimated $1.69M and bringing the position to 614,977 shares worth $28.1M. The position accounts for 16.67% of the portfolio, ranked #1.

Presper Financial Architects first reported a position in FBND in Q3 2025 and has held it in 3 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Presper Financial Architects held 614,977 shares of Fidelity Total Bond ETF worth $28.1M as of Q1 2026.
  • Presper Financial Architects bought 36,580 Fidelity Total Bond ETF shares in Q1 2026, an estimated $1.69M.
  • Fidelity Total Bond ETF made up 16.67% of Presper Financial Architects's portfolio in Q1 2026, its #1 holding.
  • Presper Financial Architects first reported a position in Fidelity Total Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Presper Financial Architects's 13F filing for Q1 2026, filed 29 Apr 2026.