TD Private Client Wealth’s Fidelity Total Bond ETF FBND Stock Holding History

TD Private Client Wealth’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	$267K	Buy	5,845 +217	+4%	+$10K	0.01%	594
2025 Q4	$259K	Buy	5,628 +824	+17%	+$38.2K	0.01%	608
2025 Q3	$222K	Buy	+4,804	New	+$221K	0.01%	640

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

TD Private Client Wealth's FBND Position: Q1 2026 in Review

TD Private Client Wealth increased its Fidelity Total Bond ETF (FBND) stake by 3.9% in Q1 2026, buying an estimated $10K and bringing the position to 5,845 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #594.

TD Private Client Wealth first reported a position in FBND in Q3 2025 and has held it in 3 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

TD Private Client Wealth held 5,845 shares of Fidelity Total Bond ETF worth $267K as of Q1 2026.
TD Private Client Wealth bought 217 Fidelity Total Bond ETF shares in Q1 2026, an estimated $10K.
Fidelity Total Bond ETF made up 0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #594 holding.
TD Private Client Wealth first reported a position in Fidelity Total Bond ETF in Q3 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 TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.