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Summit Financial Strategies’s Fidelity Total Bond ETF FBND Stock Holding History

Summit Financial Strategies’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 		$102M Buy
2,226,626
+135,819
+6% +$6.26M 8% 4
2025
Q4 		$96.3M Buy
2,090,807
+85,577
+4% +$3.97M 7.91% 4
2025
Q3 		$92.7M Buy
2,005,230
+57,045
+3% +$2.62M 7.95% 4
2025
Q2 		$89.1M Buy
1,948,185
+56,516
+3% +$2.56M 8.25% 3
2025
Q1 		$86.4M Buy
1,891,669
+154,221
+9% +$6.99M 8.71% 3
2024
Q4 		$78M Buy
1,737,448
+147,437
+9% +$6.74M 8.6% 3
2024
Q3 		$74.3M Buy
1,590,011
+294,272
+23% +$13.6M 8.37% 3
2024
Q2 		$58.2M Buy
1,295,739
+1,266,595
+4,346% +$56.7M 7.24% 4
2024
Q1 		$1.32M Buy
29,144
+3,964
+16% +$180K 0.18% 43
2023
Q4 		$1.16M Buy
+25,180
New +$1.11M 0.18% 45

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 $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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