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BOLTON SECURITIES CORPORATION’s Fidelity Total Bond ETF FBND Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$14.8K Buy
+325
New +$15K ﹤0.01% 1523
2025
Q3 		$18.7K Buy
+404
New +$18.6K ﹤0.01% 1402

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FBND Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Fidelity Total Bond ETF (FBND) in Q1 2026: 325 shares worth $14.8K. The stake represents ﹤0.01% of the portfolio and ranks #1523 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in FBND as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in FBND in Q3 2025 and has held it in 2 quarters since. The position peaked at $18.7K in Q3 2025. 761 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 325 shares of Fidelity Total Bond ETF worth $14.8K as of Q1 2026.
  • Fidelity Total Bond ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Fidelity Total Bond ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1523 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Fidelity Total Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • BOLTON SECURITIES CORPORATION's Fidelity Total Bond ETF position peaked at $18.7K in Q3 2025.
  • 761 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.