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

Smartleaf 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	$4.33M	Sell	95,193 -13,040	-12%	-$601K	0.16%	117
2025 Q4	$5M	Buy	108,233 +17,461	+19%	+$810K	0.19%	92
2025 Q3	$4.2M	Buy	+90,772	New	+$4.17M	0.26%	72
2025 Q2	–	Sell	-446	Closed	-$20.3K	–	2801
2025 Q1	$20.3K	Hold	446	–	–	﹤0.01%	1594
2024 Q4	$20K	Hold	446	–	–	﹤0.01%	1635
2024 Q3	$20.9K	Hold	446	–	–	﹤0.01%	1319
2024 Q2	$20.1K	Hold	446	–	–	﹤0.01%	1035
2024 Q1	$20.2K	Sell	446 -964	-68%	-$43.7K	﹤0.01%	857
2023 Q4	$65K	Buy	+1,410	New	+$62.2K	0.02%	494

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

Smartleaf Asset Management's FBND Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Fidelity Total Bond ETF (FBND) stake by 12% in Q1 2026, selling an estimated $601K and leaving 95,193 shares worth $4.33M. The position accounts for 0.16% of the portfolio, ranked #117.

Smartleaf Asset Management first reported a position in FBND in Q4 2023 and has held it in 9 quarters since. The position peaked at $5M in Q4 2025. 752 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Smartleaf Asset Management held 95,193 shares of Fidelity Total Bond ETF worth $4.33M as of Q1 2026.
Smartleaf Asset Management sold 13,040 Fidelity Total Bond ETF shares in Q1 2026, an estimated $601K.
Fidelity Total Bond ETF made up 0.16% of Smartleaf Asset Management's portfolio in Q1 2026, its #117 holding.
Smartleaf Asset Management first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 9 quarters since.
Smartleaf Asset Management's Fidelity Total Bond ETF position peaked at $5M in Q4 2025.
752 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.