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Prosperity Consulting Group’s Fidelity Total Bond ETF FBND Stock Holding History

Prosperity Consulting Group’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 		$5.86M Buy
128,550
+12,727
+11% +$587K 0.26% 70
2025
Q4 		$5.33M Buy
115,823
+8,955
+8% +$416K 0.24% 78
2025
Q3 		$4.94M Buy
106,868
+12,194
+13% +$560K 0.24% 78
2025
Q2 		$4.33M Buy
94,674
+3,094
+3% +$140K 0.32% 74
2025
Q1 		$4.18M Buy
91,580
+13,202
+17% +$598K 0.32% 74
2024
Q4 		$3.52M Buy
78,378
+302
+0.4% +$13.8K 0.26% 85
2024
Q3 		$3.65M Buy
78,076
+2,923
+4% +$135K 0.28% 83
2024
Q2 		$3.38M Buy
75,153
+1,451
+2% +$65K 0.46% 56
2024
Q1 		$3.34M Buy
73,702
+60,039
+439% +$2.72M 0.42% 74
2023
Q4 		$629K Buy
+13,663
New +$603K 0.21% 89
2022
Q2 		– Sell
-20,029
Closed -$997K – 90
2022
Q1 		$997K Sell
20,029
-4,652
-19% -$238K 0.74% 35
2021
Q4 		$1.28M Buy
+24,681
New +$1.31M 0.96% 29

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

Prosperity Consulting Group's FBND Position: Q1 2026 in Review

Prosperity Consulting Group increased its Fidelity Total Bond ETF (FBND) stake by 11% in Q1 2026, buying an estimated $587K and bringing the position to 128,550 shares worth $5.86M. The position accounts for 0.26% of the portfolio, ranked #70.

Prosperity Consulting Group first reported a position in FBND in Q4 2021 and has held it in 12 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Prosperity Consulting Group held 128,550 shares of Fidelity Total Bond ETF worth $5.86M as of Q1 2026.
  • Prosperity Consulting Group bought 12,727 Fidelity Total Bond ETF shares in Q1 2026, an estimated $587K.
  • Fidelity Total Bond ETF made up 0.26% of Prosperity Consulting Group's portfolio in Q1 2026, its #70 holding.
  • Prosperity Consulting Group first reported a position in Fidelity Total Bond ETF in Q4 2021 and has held it in 12 quarters since.
  • 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.