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Private Wealth Asset Management’s Fidelity Total Bond ETF FBND Stock Holding History

Private Wealth Asset Management’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 		– Sell
-2,952
Closed -$136K – 1008
2025
Q4 		$136K Sell
2,952
-769
-21% -$35.7K 0.01% 294
2025
Q3 		$172K Hold
3,721
– – 0.02% 255
2025
Q2 		$170K Buy
+3,721
New +$168K 0.02% 253

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Private Wealth Asset Management's FBND Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Fidelity Total Bond ETF (FBND) in Q1 2026, closing a stake of 2,952 shares — an estimated $136K sold.

Private Wealth Asset Management first reported a position in FBND in Q2 2025 and held it in 3 quarters. The position peaked at $172K in Q3 2025. 755 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Fidelity Total Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 2,952 Fidelity Total Bond ETF shares in Q1 2026, an estimated $136K.
  • Private Wealth Asset Management first reported a position in Fidelity Total Bond ETF in Q2 2025 and held it in 3 quarters.
  • Private Wealth Asset Management's Fidelity Total Bond ETF position peaked at $172K in Q3 2025.
  • 755 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.