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Rothschild Investment LLC’s Fidelity Total Bond ETF FBND Stock Holding History

Rothschild Investment LLC’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
Q2 		$106K Hold
2,326
– – ﹤0.01% 1038
2026
Q1 		$106K Buy
2,326
+621
+36% +$28.6K 0.01% 861
2025
Q4 		$78.5K Buy
+1,705
New +$79.1K ﹤0.01% 886
2025
Q2 		– Sell
-1,393
Closed -$63.6K – 3079
2025
Q1 		$63.6K Hold
1,393
– – ﹤0.01% 714
2024
Q4 		$62.5K Buy
+1,393
New +$63.7K ﹤0.01% 738
2024
Q1 		– Sell
-278
Closed -$12.8K – 2274
2023
Q4 		$12.8K Buy
+278
New +$12.3K ﹤0.01% 948

Other funds holding FBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Rothschild Investment LLC's FBND Position: Q2 2026 in Review

Rothschild Investment LLC held its Fidelity Total Bond ETF (FBND) position steady in Q2 2026 at 2,326 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Rothschild Investment LLC first reported a position in FBND in Q4 2023 and has held it in 6 quarters since. The position peaked at $106K in Q1 2026. 561 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Rothschild Investment LLC held 2,326 shares of Fidelity Total Bond ETF worth $106K as of Q2 2026.
  • Rothschild Investment LLC left its Fidelity Total Bond ETF share count unchanged in Q2 2026.
  • Fidelity Total Bond ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1038 holding.
  • Rothschild Investment LLC first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • Rothschild Investment LLC's Fidelity Total Bond ETF position peaked at $106K in Q1 2026.
  • 561 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.