SIM
FBND icon

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

Synergy 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 		$297K Hold
6,500
– – 0.1% 109
2025
Q4 		$299K Hold
6,500
– – 0.11% 106
2025
Q3 		$301K Hold
6,500
– – 0.11% 102
2025
Q2 		$297K Hold
6,500
– – 0.18% 68
2025
Q1 		$297K Hold
6,500
– – 0.12% 97
2024
Q4 		$292K Buy
+6,500
New +$297K 0.13% 93

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

Synergy Investment Management's FBND Position: Q1 2026 in Review

Synergy Investment Management held its Fidelity Total Bond ETF (FBND) position steady in Q1 2026 at 6,500 shares worth $297K. The position accounts for 0.1% of the portfolio, ranked #109.

Synergy Investment Management first reported a position in FBND in Q4 2024 and has held it in 6 quarters since. The position peaked at $301K in Q3 2025. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Synergy Investment Management held 6,500 shares of Fidelity Total Bond ETF worth $297K as of Q1 2026.
  • Synergy Investment Management left its Fidelity Total Bond ETF share count unchanged in Q1 2026.
  • Fidelity Total Bond ETF made up 0.1% of Synergy Investment Management's portfolio in Q1 2026, its #109 holding.
  • Synergy Investment Management first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Synergy Investment Management's Fidelity Total Bond ETF position peaked at $301K in Q3 2025.
  • 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.