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Sunbelt Securities’s Fidelity Total Bond ETF FBND Stock Holding History

Sunbelt Securities’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 		$550K Sell
12,055
-4,018
-25% -$185K 0.03% 381
2025
Q4 		$740K Buy
16,073
+113
+0.7% +$5.24K 0.05% 314
2025
Q3 		$738K Buy
15,960
+1,538
+11% +$70.6K 0.05% 300
2025
Q2 		$647K Sell
14,422
-1,675
-10% -$75.8K 0.06% 296
2025
Q1 		$735K Buy
16,097
+1,675
+12% +$75.9K 0.07% 244
2024
Q4 		$648K Buy
14,422
+1,256
+10% +$57.4K 0.06% 295
2024
Q3 		$615K Buy
13,166
+1,058
+9% +$48.9K 0.06% 304
2024
Q2 		$544K Sell
12,108
-127
-1% -$5.69K 0.06% 320
2024
Q1 		$554K Buy
12,235
+134
+1% +$6.08K 0.06% 302
2023
Q4 		$557K Sell
12,101
-772
-6% -$34.1K 0.07% 281
2023
Q3 		$561K Sell
12,873
-1,128
-8% -$50.4K 0.08% 263
2023
Q2 		$636K Buy
14,001
+3,568
+34% +$163K 0.09% 236
2023
Q1 		$477K Buy
10,433
+38
+0.4% +$1.74K 0.08% 264
2022
Q4 		$468K Sell
10,395
-10,520
-50% -$472K 0.09% 253
2022
Q3 		$929K Buy
20,915
+8,808
+73% +$411K 0.2% 134
2022
Q2 		$563K Buy
12,107
+5,103
+73% +$243K 0.12% 220
2022
Q1 		$348K Buy
7,004
+154
+2% +$7.87K 0.06% 325
2021
Q4 		$351K Sell
6,850
-1,096
-14% -$58.1K 0.06% 338
2021
Q3 		$426K Hold
7,946
– – 0.08% 284
2021
Q2 		$426K Sell
7,946
-1,782
-18% -$94.3K 0.08% 284
2021
Q1 		$510K Buy
9,728
+842
+9% +$44.9K 0.1% 236
2020
Q4 		$482K Buy
8,886
+2,805
+46% +$153K 0.1% 235
2020
Q3 		$332K Buy
6,081
+1,114
+22% +$61.1K 0.09% 245
2020
Q2 		$268K Buy
+4,967
New +$264K 0.09% 240

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

Sunbelt Securities's FBND Position: Q1 2026 in Review

Sunbelt Securities reduced its Fidelity Total Bond ETF (FBND) stake by 25% in Q1 2026, selling an estimated $185K and leaving 12,055 shares worth $550K. The position accounts for 0.03% of the portfolio, ranked #381.

Sunbelt Securities first reported a position in FBND in Q2 2020 and has held it in 24 quarters since. The position peaked at $929K in Q3 2022. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Sunbelt Securities held 12,055 shares of Fidelity Total Bond ETF worth $550K as of Q1 2026.
  • Sunbelt Securities sold 4,018 Fidelity Total Bond ETF shares in Q1 2026, an estimated $185K.
  • Fidelity Total Bond ETF made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #381 holding.
  • Sunbelt Securities first reported a position in Fidelity Total Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Sunbelt Securities's Fidelity Total Bond ETF position peaked at $929K in Q3 2022.
  • 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.