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Summit Wealth Group (Colorado)’s Fidelity Total Bond ETF FBND Stock Holding History

Summit Wealth Group (Colorado)’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 		$568K Buy
12,455
+927
+8% +$42.8K 0.06% 163
2025
Q4 		$531K Buy
+11,528
New +$535K 0.07% 138
2025
Q3 		– Sell
-11,318
Closed -$520K – 324
2025
Q2 		$520K Buy
+11,318
New +$512K 0.13% 127

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

Summit Wealth Group (Colorado)'s FBND Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Fidelity Total Bond ETF (FBND) stake by 8% in Q1 2026, buying an estimated $42.8K and bringing the position to 12,455 shares worth $568K. The position accounts for 0.06% of the portfolio, ranked #163.

Summit Wealth Group (Colorado) first reported a position in FBND in Q2 2025 and has held it in 3 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Summit Wealth Group (Colorado) held 12,455 shares of Fidelity Total Bond ETF worth $568K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 927 Fidelity Total Bond ETF shares in Q1 2026, an estimated $42.8K.
  • Fidelity Total Bond ETF made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #163 holding.
  • Summit Wealth Group (Colorado) first reported a position in Fidelity Total Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.