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

Sugar Maple 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	$2.52M	Buy	55,170 +4,170	+8%	+$192K	1.53%	17
2025 Q4	$2.35M	Buy	+51,000	New	+$2.37M	1.58%	17

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

Sugar Maple Asset Management's FBND Position: Q1 2026 in Review

Sugar Maple Asset Management increased its Fidelity Total Bond ETF (FBND) stake by 8.2% in Q1 2026, buying an estimated $192K and bringing the position to 55,170 shares worth $2.52M. The position accounts for 1.53% of the portfolio, ranked #17.

Sugar Maple Asset Management first reported a position in FBND in Q4 2025 and has held it in 2 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Sugar Maple Asset Management held 55,170 shares of Fidelity Total Bond ETF worth $2.52M as of Q1 2026.
Sugar Maple Asset Management bought 4,170 Fidelity Total Bond ETF shares in Q1 2026, an estimated $192K.
Fidelity Total Bond ETF made up 1.53% of Sugar Maple Asset Management's portfolio in Q1 2026, its #17 holding.
Sugar Maple Asset Management first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 2 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Sugar Maple Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.