SHIM
FBND icon

Stone House Investment Management’s Fidelity Total Bond ETF FBND Stock Holding History

Stone House Investment 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 		$29.8M Sell
652,885
-148,191
-18% -$6.83M 5.34% 8
2025
Q4 		$36.9M Buy
801,076
+556,508
+228% +$25.8M 5.73% 6
2025
Q3 		$11.3M Buy
244,568
+6,611
+3% +$304K 1.91% 17
2025
Q2 		$10.9M Buy
+237,957
New +$10.8M 2% 18
2024
Q1 		– Sell
-592
Closed -$27.3K – 409
2023
Q4 		$27.3K Sell
592
-1,013
-63% -$44.7K 0.01% 109
2023
Q3 		$69.9K Sell
1,605
-5,025
-76% -$225K 0.02% 69
2023
Q2 		$301K Buy
6,630
+321
+5% +$14.7K 0.11% 29
2023
Q1 		$290K Buy
6,309
+1,488
+31% +$68.2K 0.1% 29
2022
Q4 		$217K Buy
4,821
+5
+0.1% +$224 0.08% 41
2022
Q3 		$214K Sell
4,816
-5,308
-52% -$248K 0.1% 39
2022
Q2 		$471K Buy
10,124
+38
+0.4% +$1.81K 0.21% 29
2022
Q1 		$502K Buy
10,086
+2,271
+29% +$116K 0.17% 29
2021
Q4 		$414K Buy
7,815
+2,479
+46% +$132K 0.14% 30
2021
Q3 		$285K Hold
5,336
– – 0.11% 32
2021
Q2 		$285K Sell
5,336
-4,655
-47% -$246K 0.11% 32
2021
Q1 		$542K Hold
9,991
– – 0.27% 25
2020
Q4 		$542K Buy
9,991
+2
+0% +$109 0.27% 25
2020
Q3 		$546K Sell
9,989
-3,147
-24% -$173K 0.22% 31
2020
Q2 		$708K Buy
13,136
+523
+4% +$27.8K 0.36% 29
2020
Q1 		$653K Buy
12,613
+8,634
+217% +$447K 0.38% 23
2019
Q4 		$206K Buy
+3,979
New +$206K 0.15% 27

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

Stone House Investment Management's FBND Position: Q1 2026 in Review

Stone House Investment Management reduced its Fidelity Total Bond ETF (FBND) stake by 18% in Q1 2026, selling an estimated $6.83M and leaving 652,885 shares worth $29.8M. The position accounts for 5.34% of the portfolio, ranked #8.

Stone House Investment Management first reported a position in FBND in Q4 2019 and has held it in 21 quarters since. The position peaked at $36.9M in Q4 2025. 752 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Stone House Investment Management held 652,885 shares of Fidelity Total Bond ETF worth $29.8M as of Q1 2026.
  • Stone House Investment Management sold 148,191 Fidelity Total Bond ETF shares in Q1 2026, an estimated $6.83M.
  • Fidelity Total Bond ETF made up 5.34% of Stone House Investment Management's portfolio in Q1 2026, its #8 holding.
  • Stone House Investment Management first reported a position in Fidelity Total Bond ETF in Q4 2019 and has held it in 21 quarters since.
  • Stone House Investment Management's Fidelity Total Bond ETF position peaked at $36.9M in Q4 2025.
  • 752 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.