UBS Group’s Fidelity Total Bond ETF FBND Stock Holding History

UBS Group’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 Q2	$307M	Buy	6,750,589 +520,840	+8%	+$23.8M	0.04%	460
2026 Q1	$284M	Buy	6,229,749 +361,271	+6%	+$16.7M	0.04%	453
2025 Q4	$270M	Buy	5,868,478 +214,859	+4%	+$9.97M	0.04%	432
2025 Q3	$261M	Buy	5,653,619 +410,781	+8%	+$18.9M	0.04%	447
2025 Q2	$240M	Buy	5,242,838 +99,820	+2%	+$4.52M	0.04%	456
2025 Q1	$235M	Buy	5,143,018 +92,842	+2%	+$4.21M	0.04%	435
2024 Q4	$227M	Buy	5,050,176 +269,476	+6%	+$12.3M	0.04%	441
2024 Q3	$223M	Buy	4,780,700 +279,621	+6%	+$12.9M	0.05%	358
2024 Q2	$202M	Buy	4,501,079 +1,395,117	+45%	+$62.5M	0.05%	346
2024 Q1	$141M	Buy	3,105,962 +665,538	+27%	+$30.2M	0.04%	490
2023 Q4	$112M	Buy	2,440,424 +18,964	+0.8%	+$837K	0.03%	524
2023 Q3	$105M	Buy	2,421,460 +216,582	+10%	+$9.68M	0.04%	486
2023 Q2	$100M	Buy	2,204,878 +639,229	+41%	+$29.3M	0.03%	498
2023 Q1	$72M	Buy	1,565,649 +415,435	+36%	+$19M	0.03%	601
2022 Q4	$51.8M	Buy	1,150,214 +326,318	+40%	+$14.6M	0.02%	783
2022 Q3	$36.6M	Sell	823,896 -4,957	-0.6%	-$232K	0.02%	876
2022 Q2	$38.6M	Sell	828,853 -130,229	-14%	-$6.2M	0.02%	883
2022 Q1	$47.7M	Buy	959,082 +61,092	+7%	+$3.12M	0.02%	872
2021 Q4	$47.6M	Buy	897,990 +21,370	+2%	+$1.13M	0.01%	983
2021 Q3	$46.6M	Buy	876,620 +140,915	+19%	+$7.56M	0.01%	909
2021 Q2	$39.2M	Buy	735,705 +218,460	+42%	+$11.6M	0.01%	1000
2021 Q1	$27.1M	Buy	517,245 +221,771	+75%	+$11.8M	0.01%	1225
2020 Q4	$16M	Buy	295,474 +46,008	+18%	+$2.51M	0.01%	1498
2020 Q3	$13.6M	Buy	249,466 +9,539	+4%	+$523K	0.01%	1436
2020 Q2	$12.9M	Sell	239,927 -1,890	-0.8%	-$101K	0.01%	1339
2020 Q1	$12.5M	Sell	241,817 -69,885	-22%	-$3.62M	0.01%	1255
2019 Q4	$16.1M	Buy	311,702 +19,499	+7%	+$1.01M	0.01%	1528
2019 Q3	$15.1M	Buy	292,203 +2,630	+0.9%	+$135K	0.01%	1439
2019 Q2	$14.8M	Sell	289,573 -3,841	-1%	-$193K	0.01%	1441
2019 Q1	$14.7M	Buy	293,414 +39,357	+15%	+$1.94M	0.01%	1368
2018 Q4	$12.3M	Buy	254,057 +3,882	+2%	+$187K	0.01%	1409
2018 Q3	$12.2M	Buy	250,175 +201,600	+415%	+$9.85M	﹤0.01%	1614
2018 Q2	$2.37M	Buy	48,575 +15,192	+46%	+$742K	﹤0.01%	3011
2018 Q1	$1.64M	Buy	33,383 +10,466	+46%	+$517K	﹤0.01%	3297
2017 Q4	$1.15M	Buy	22,917 +2,219	+11%	+$112K	﹤0.01%	3669
2017 Q3	$1.04M	Buy	20,698 +17,841	+624%	+$899K	﹤0.01%	3676
2017 Q2	$143K	Sell	2,857 -1,342	-32%	-$67.4K	﹤0.01%	4959
2017 Q1	$209K	Buy	4,199 +1,260	+43%	+$62.7K	﹤0.01%	4625
2016 Q4	$147K	Sell	2,939 -73,975	-96%	-$3.7M	﹤0.01%	5004
2016 Q3	$3.93M	Buy	76,914 +76,390	+14,578%	+$3.89M	﹤0.01%	2248
2016 Q2	$27K	Sell	524 -2,121	-80%	-$105K	﹤0.01%	6036
2016 Q1	$129K	Buy	+2,645	New	+$127K	﹤0.01%	4791
2015 Q3	–	Sell	-1,144	Closed	-$57K	–	8470
2015 Q2	$57K	Sell	1,144 -153,651	-99%	-$7.75M	﹤0.01%	5887
2015 Q1	$7.85M	Sell	154,795 -45,205	-23%	-$2.29M	0.01%	1670
2014 Q4	$10M	Buy	+200,000	New	+$10M	0.01%	1506

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group's FBND Position: Q2 2026 in Review

UBS Group increased its Fidelity Total Bond ETF (FBND) stake by 8.4% in Q2 2026, buying an estimated $23.8M and bringing the position to 6,750,589 shares worth $307M. The position accounts for 0.04% of the portfolio, ranked #460.

UBS Group first reported a position in FBND in Q4 2014 and has held it in 45 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

UBS Group held 6,750,589 shares of Fidelity Total Bond ETF worth $307M as of Q2 2026.
UBS Group bought 520,840 Fidelity Total Bond ETF shares in Q2 2026, an estimated $23.8M.
Fidelity Total Bond ETF made up 0.04% of UBS Group's portfolio in Q2 2026, its #460 holding.
UBS Group first reported a position in Fidelity Total Bond ETF in Q4 2014 and has held it in 45 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.