Savvy Advisors Inc’s Fidelity Total Bond ETF FBND Stock Holding History

Savvy Advisors Inc’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	$3.81M	Sell	83,428 -14,751	-15%	-$680K	0.1%	155
2025 Q4	$4.52M	Buy	98,179 +22,601	+30%	+$1.05M	0.15%	110
2025 Q3	$3.49M	Sell	75,578 -2,321	-3%	-$107K	0.16%	95
2025 Q2	$3.56M	Sell	77,899 -1,531	-2%	-$69.3K	0.24%	68
2025 Q1	$3.63M	Buy	79,430 +20,338	+34%	+$921K	0.36%	54
2024 Q4	$2.65M	Buy	59,092 +54,769	+1,267%	+$2.5M	0.32%	56
2024 Q3	$202K	Buy	+4,323	New	+$200K	0.04%	337
2024 Q2	–	Sell	-4,499	Closed	-$204K	–	305
2024 Q1	$204K	Buy	+4,499	New	+$204K	0.12%	213

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

Savvy Advisors Inc's FBND Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Fidelity Total Bond ETF (FBND) stake by 15% in Q1 2026, selling an estimated $680K and leaving 83,428 shares worth $3.81M. The position accounts for 0.1% of the portfolio, ranked #155.

Savvy Advisors Inc first reported a position in FBND in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.52M in Q4 2025. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Savvy Advisors Inc held 83,428 shares of Fidelity Total Bond ETF worth $3.81M as of Q1 2026.
Savvy Advisors Inc sold 14,751 Fidelity Total Bond ETF shares in Q1 2026, an estimated $680K.
Fidelity Total Bond ETF made up 0.1% of Savvy Advisors Inc's portfolio in Q1 2026, its #155 holding.
Savvy Advisors Inc first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 8 quarters since.
Savvy Advisors Inc's Fidelity Total Bond ETF position peaked at $4.52M in Q4 2025.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.