World Investment Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

World Investment 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	$18.1M	Buy	397,036 +48,640	+14%	+$2.24M	0.29%	66
2025 Q4	$16M	Buy	348,396 +50,819	+17%	+$2.36M	0.26%	77
2025 Q3	$13.8M	Buy	297,577 +38,840	+15%	+$1.78M	0.28%	72
2025 Q2	$11.8M	Buy	258,737 +13,714	+6%	+$621K	0.27%	79
2025 Q1	$11.2M	Buy	245,023 +18,030	+8%	+$817K	0.29%	77
2024 Q4	$10.2M	Buy	226,993 +42,583	+23%	+$1.95M	0.28%	78
2024 Q3	$8.62M	Buy	184,410 +34,682	+23%	+$1.6M	0.27%	94
2024 Q2	$6.73M	Buy	149,728 +16,779	+13%	+$752K	0.42%	50
2024 Q1	$6.02M	Buy	132,949 +25,282	+23%	+$1.15M	0.86%	23
2023 Q4	$4.98M	Buy	107,667 +72,781	+209%	+$3.21M	0.65%	30
2023 Q3	$1.52M	Buy	34,886 +26,324	+307%	+$1.18M	0.3%	68
2023 Q2	$390K	Buy	+8,562	New	+$392K	0.08%	159

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

World Investment Advisors's FBND Position: Q1 2026 in Review

World Investment Advisors increased its Fidelity Total Bond ETF (FBND) stake by 14% in Q1 2026, buying an estimated $2.24M and bringing the position to 397,036 shares worth $18.1M. The position accounts for 0.29% of the portfolio, ranked #66.

World Investment Advisors first reported a position in FBND in Q2 2023 and has held it in 12 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

World Investment Advisors held 397,036 shares of Fidelity Total Bond ETF worth $18.1M as of Q1 2026.
World Investment Advisors bought 48,640 Fidelity Total Bond ETF shares in Q1 2026, an estimated $2.24M.
Fidelity Total Bond ETF made up 0.29% of World Investment Advisors's portfolio in Q1 2026, its #66 holding.
World Investment Advisors first reported a position in Fidelity Total Bond ETF in Q2 2023 and has held it in 12 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.