Verity Asset Management’s Fidelity Total Bond ETF FBND Stock Holding History

Verity Asset 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	$2.77M	Buy	60,653 +5,428	+10%	+$250K	1.16%	20
2025 Q4	$2.54M	Sell	55,225 -47,515	-46%	-$2.2M	1.09%	20
2025 Q3	$4.75M	Buy	102,740 +95,130	+1,250%	+$4.37M	1.55%	15
2025 Q2	$348K	Hold	7,610	–	–	0.17%	140
2025 Q1	$347K	Buy	+7,610	New	+$345K	0.14%	138

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

Verity Asset Management's FBND Position: Q1 2026 in Review

Verity Asset Management increased its Fidelity Total Bond ETF (FBND) stake by 9.8% in Q1 2026, buying an estimated $250K and bringing the position to 60,653 shares worth $2.77M. The position accounts for 1.16% of the portfolio, ranked #20.

Verity Asset Management first reported a position in FBND in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.75M in Q3 2025. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Verity Asset Management held 60,653 shares of Fidelity Total Bond ETF worth $2.77M as of Q1 2026.
Verity Asset Management bought 5,428 Fidelity Total Bond ETF shares in Q1 2026, an estimated $250K.
Fidelity Total Bond ETF made up 1.16% of Verity Asset Management's portfolio in Q1 2026, its #20 holding.
Verity Asset Management first reported a position in Fidelity Total Bond ETF in Q1 2025 and has held it in 5 quarters since.
Verity Asset Management's Fidelity Total Bond ETF position peaked at $4.75M in Q3 2025.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Verity Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.