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Wealthspire Advisors (New York)’s Fidelity Total Bond ETF FBND Stock Holding History

Wealthspire Advisors (New York)’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 		$255K Sell
5,590
-999
-15% -$46.1K ﹤0.01% 778
2025
Q4 		$303K Sell
6,589
-6,559
-50% -$304K ﹤0.01% 794
2025
Q3 		$608K Buy
+13,148
New +$604K ﹤0.01% 489

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealthspire Advisors (New York)'s FBND Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Fidelity Total Bond ETF (FBND) stake by 15% in Q1 2026, selling an estimated $46.1K and leaving 5,590 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Wealthspire Advisors (New York) first reported a position in FBND in Q3 2025 and has held it in 3 quarters since. The position peaked at $608K in Q3 2025. 755 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Wealthspire Advisors (New York) held 5,590 shares of Fidelity Total Bond ETF worth $255K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 999 Fidelity Total Bond ETF shares in Q1 2026, an estimated $46.1K.
  • Fidelity Total Bond ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #778 holding.
  • Wealthspire Advisors (New York) first reported a position in Fidelity Total Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Wealthspire Advisors (New York)'s Fidelity Total Bond ETF position peaked at $608K in Q3 2025.
  • 755 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.