Visionary Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Visionary Wealth Advisors’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	$6.07M	Buy	133,122 +4,490	+3%	+$207K	0.27%	98
2025 Q4	$5.92M	Sell	128,632 -4,001	-3%	-$186K	0.27%	96
2025 Q3	$6.13M	Sell	132,633 -5,668	-4%	-$260K	0.29%	91
2025 Q2	$6.33M	Sell	138,301 -18,084	-12%	-$819K	0.32%	82
2025 Q1	$7.14M	Buy	156,385 +5,963	+4%	+$270K	0.43%	70
2024 Q4	$6.75M	Buy	150,422 +55,198	+58%	+$2.52M	0.4%	73
2024 Q3	$4.45M	Buy	95,224 +11,903	+14%	+$550K	0.27%	97
2024 Q2	$3.74M	Sell	83,321 -3,343	-4%	-$150K	0.24%	105
2024 Q1	$3.93M	Buy	86,664 +447	+0.5%	+$20.3K	0.27%	101
2023 Q4	$3.97M	Buy	86,217 +4,258	+5%	+$188K	0.29%	95
2023 Q3	$3.57M	Buy	81,959 +1,659	+2%	+$74.2K	0.29%	97
2023 Q2	$3.65M	Buy	80,300 +25,839	+47%	+$1.18M	0.29%	89
2023 Q1	$2.51M	Buy	54,461 +20,045	+58%	+$919K	0.21%	110
2022 Q4	$1.55M	Buy	34,416 +2,998	+10%	+$134K	0.14%	137
2022 Q3	$1.4M	Sell	31,418 -5,162	-14%	-$241K	0.15%	138
2022 Q2	$1.7M	Sell	36,580 -30,133	-45%	-$1.44M	0.15%	129
2022 Q1	$3.32M	Buy	66,713 +12,008	+22%	+$614K	0.27%	99
2021 Q4	$2.9M	Buy	54,705 +1,340	+3%	+$71.1K	0.24%	97
2021 Q3	$2.83M	Buy	53,365 +1,157	+2%	+$62K	0.29%	84
2021 Q2	$2.78M	Buy	+52,208	New	+$2.76M	0.28%	86

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

Visionary Wealth Advisors's FBND Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 3.5% in Q1 2026, buying an estimated $207K and bringing the position to 133,122 shares worth $6.07M. The position accounts for 0.27% of the portfolio, ranked #98.

Visionary Wealth Advisors first reported a position in FBND in Q2 2021 and has held it in 20 quarters since. The position peaked at $7.14M in Q1 2025. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Visionary Wealth Advisors held 133,122 shares of Fidelity Total Bond ETF worth $6.07M as of Q1 2026.
Visionary Wealth Advisors bought 4,490 Fidelity Total Bond ETF shares in Q1 2026, an estimated $207K.
Fidelity Total Bond ETF made up 0.27% of Visionary Wealth Advisors's portfolio in Q1 2026, its #98 holding.
Visionary Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q2 2021 and has held it in 20 quarters since.
Visionary Wealth Advisors's Fidelity Total Bond ETF position peaked at $7.14M in Q1 2025.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.