Principal Securities’s Fidelity Total Bond ETF FBND Stock Holding History

Principal Securities’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	$5.58M	Buy	122,306 +36,528	+43%	+$1.68M	0.08%	235
2025 Q4	$3.95M	Buy	85,778 +33,605	+64%	+$1.56M	0.06%	297
2025 Q3	$2.41M	Buy	52,173 +34,994	+204%	+$1.61M	0.04%	394
2025 Q2	$786K	Buy	17,179 +4,026	+31%	+$182K	0.01%	683
2025 Q1	$590K	Hold	13,153	–	–	0.01%	715
2024 Q4	$590K	Sell	13,153 -1,672	-11%	-$76.4K	0.01%	713
2024 Q3	$693K	Buy	14,825 +393	+3%	+$18.2K	0.02%	650
2024 Q2	$648K	Sell	14,432 -3,529	-20%	-$158K	0.02%	617
2024 Q1	$814K	Buy	17,961 +4,230	+31%	+$192K	0.03%	506
2023 Q4	$632K	Buy	+13,731	New	+$606K	0.02%	530

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

Principal Securities's FBND Position: Q1 2026 in Review

Principal Securities increased its Fidelity Total Bond ETF (FBND) stake by 43% in Q1 2026, buying an estimated $1.68M and bringing the position to 122,306 shares worth $5.58M. The position accounts for 0.08% of the portfolio, ranked #235.

Principal Securities first reported a position in FBND in Q4 2023 and has held it in 10 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Principal Securities held 122,306 shares of Fidelity Total Bond ETF worth $5.58M as of Q1 2026.
Principal Securities bought 36,528 Fidelity Total Bond ETF shares in Q1 2026, an estimated $1.68M.
Fidelity Total Bond ETF made up 0.08% of Principal Securities's portfolio in Q1 2026, its #235 holding.
Principal Securities first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 10 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.