Steward Partners Investment Advisory’s Fidelity Total Bond ETF FBND Stock Holding History

Steward Partners Investment Advisory’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	$1.31M	Buy	28,680 +3,226	+13%	+$149K	0.01%	1025
2025 Q4	$1.17M	Buy	25,454 +4,957	+24%	+$230K	0.01%	998
2025 Q3	$948K	Sell	20,497 -3,347	-14%	-$154K	0.01%	1072
2025 Q2	$1.09M	Sell	23,844 -399	-2%	-$18.1K	0.01%	955
2025 Q1	$1.11M	Buy	24,243 +7,805	+47%	+$354K	0.01%	885
2024 Q4	$738K	Buy	16,438 +12,922	+368%	+$591K	0.01%	982
2024 Q3	$164K	Buy	3,516 +1,806	+106%	+$83.5K	﹤0.01%	1626
2024 Q2	$76.8K	Buy	1,710 +1,504	+730%	+$67.4K	﹤0.01%	1899
2024 Q1	$9.33K	Hold	206	–	–	﹤0.01%	2836
2023 Q4	$9.48K	Buy	+206	New	+$9.09K	﹤0.01%	2736
2022 Q4	–	Sell	-664	Closed	-$30K	–	3398
2022 Q3	$30K	Sell	664 -21	-3%	-$981	﹤0.01%	2023
2022 Q2	$32K	Sell	685 -87	-11%	-$4.14K	﹤0.01%	2000
2022 Q1	$38K	Buy	772 +32	+4%	+$1.64K	﹤0.01%	2056
2021 Q4	$39K	Hold	740	–	–	﹤0.01%	2025
2021 Q3	$39K	Buy	740 +49	+7%	+$2.63K	﹤0.01%	2010
2021 Q2	$37K	Buy	+691	New	+$36.6K	﹤0.01%	3881
2019 Q4	–	Sell	-15	Closed	–	–	2631
2019 Q3	$0	Hold	15	–	–	﹤0.01%	2658
2019 Q2	$0	Buy	+15	New	+$754	﹤0.01%	2630

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

Steward Partners Investment Advisory's FBND Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Fidelity Total Bond ETF (FBND) stake by 13% in Q1 2026, buying an estimated $149K and bringing the position to 28,680 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #1025.

Steward Partners Investment Advisory first reported a position in FBND in Q2 2019 and has held it in 18 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Steward Partners Investment Advisory held 28,680 shares of Fidelity Total Bond ETF worth $1.31M as of Q1 2026.
Steward Partners Investment Advisory bought 3,226 Fidelity Total Bond ETF shares in Q1 2026, an estimated $149K.
Fidelity Total Bond ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1025 holding.
Steward Partners Investment Advisory first reported a position in Fidelity Total Bond ETF in Q2 2019 and has held it in 18 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.