Sonoma Allocations
FBND icon

Sonoma Allocations’s Fidelity Total Bond ETF FBND Stock Holding History

Sonoma Allocations’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
Q3 		– Sell
-203,946
Closed -$9.13M – 8
2026
Q2 		$9.27M Buy
203,946
+10,184
+5% +$465K 2.88% 7
2026
Q1 		$8.86M Sell
193,762
-5,950
-3% -$274K 3.06% 8
2025
Q4 		$9.18M Sell
199,712
-90,620
-31% -$4.21M 3.05% 10
2025
Q3 		$13.6M Buy
+290,332
New +$13.3M 4.94% 6

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Sonoma Allocations's FBND Position: Q3 2026 in Review

Sonoma Allocations sold out of Fidelity Total Bond ETF (FBND) in Q3 2026, closing a stake of 203,946 shares — an estimated $9.13M sold.

Sonoma Allocations first reported a position in FBND in Q3 2025 and held it in 4 quarters. The position peaked at $13.6M in Q3 2025. 717 funds tracked by Wall St. Rank hold FBND as of Q3 2026.

  • Sonoma Allocations reported no remaining Fidelity Total Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Sonoma Allocations sold 203,946 Fidelity Total Bond ETF shares in Q3 2026, an estimated $9.13M.
  • Sonoma Allocations first reported a position in Fidelity Total Bond ETF in Q3 2025 and held it in 4 quarters.
  • Sonoma Allocations's Fidelity Total Bond ETF position peaked at $13.6M in Q3 2025.
  • 717 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2026.

Based on Sonoma Allocations's 13F filing for Q3 2026, filed 13 Nov 2026.