Stifel Financial
FBND icon

Stifel Financial’s Fidelity Total Bond ETF FBND Stock Holding History

Stifel Financial’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 		$12M Sell
262,439
-25,391
-9% -$1.17M 0.01% 868
2025
Q4 		$13.3M Buy
287,830
+39,739
+16% +$1.84M 0.01% 821
2025
Q3 		$11.5M Buy
248,091
+23,627
+11% +$1.08M 0.01% 882
2025
Q2 		$10.3M Buy
224,464
+32,961
+17% +$1.49M 0.01% 870
2025
Q1 		$8.74M Buy
191,503
+89,787
+88% +$4.07M 0.01% 894
2024
Q4 		$4.56M Sell
101,716
-152,795
-60% -$6.98M ﹤0.01% 1260
2024
Q3 		$11.9M Buy
254,511
+192,304
+309% +$8.89M 0.01% 796
2024
Q2 		$2.79M Buy
62,207
+10,997
+21% +$493K ﹤0.01% 1497
2024
Q1 		$2.32M Buy
51,210
+33,121
+183% +$1.5M ﹤0.01% 1610
2023
Q4 		$833K Buy
18,089
+5,494
+44% +$242K ﹤0.01% 2248
2023
Q3 		$549K Buy
12,595
+6,880
+120% +$308K ﹤0.01% 2446
2023
Q2 		$260K Buy
+5,715
New +$262K ﹤0.01% 2915
2022
Q2 		– Sell
-6,176
Closed -$307K – 3369
2022
Q1 		$307K Buy
6,176
+1,290
+26% +$65.9K ﹤0.01% 2873
2021
Q4 		$259K Buy
4,886
+260
+6% +$13.8K ﹤0.01% 2997
2021
Q3 		$246K Sell
4,626
-700
-13% -$37.5K ﹤0.01% 3023
2021
Q2 		$284K Sell
5,326
-733
-12% -$38.8K ﹤0.01% 2934
2021
Q1 		$318K Buy
6,059
+577
+11% +$30.7K ﹤0.01% 2750
2020
Q4 		$297K Buy
5,482
+921
+20% +$50.3K ﹤0.01% 2599
2020
Q3 		$249K Buy
4,561
+22
+0.5% +$1.21K ﹤0.01% 2503
2020
Q2 		$245K Sell
4,539
-625
-12% -$33.2K ﹤0.01% 2486
2020
Q1 		$267K Sell
5,164
-434
-8% -$22.5K ﹤0.01% 2251
2019
Q4 		$288K Sell
5,598
-8,450
-60% -$437K ﹤0.01% 2550
2019
Q3 		$726K Buy
14,048
+8,889
+172% +$458K ﹤0.01% 1957
2019
Q2 		$263K Buy
+5,159
New +$259K ﹤0.01% 2563

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial's FBND Position: Q1 2026 in Review

Stifel Financial reduced its Fidelity Total Bond ETF (FBND) stake by 8.8% in Q1 2026, selling an estimated $1.17M and leaving 262,439 shares worth $12M. The position accounts for 0.01% of the portfolio, ranked #868.

Stifel Financial first reported a position in FBND in Q2 2019 and has held it in 24 quarters since. The position peaked at $13.3M in Q4 2025. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Stifel Financial held 262,439 shares of Fidelity Total Bond ETF worth $12M as of Q1 2026.
  • Stifel Financial sold 25,391 Fidelity Total Bond ETF shares in Q1 2026, an estimated $1.17M.
  • Fidelity Total Bond ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #868 holding.
  • Stifel Financial first reported a position in Fidelity Total Bond ETF in Q2 2019 and has held it in 24 quarters since.
  • Stifel Financial's Fidelity Total Bond ETF position peaked at $13.3M in Q4 2025.
  • 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.