ZIM
FBND icon

Zacks Investment Management’s Fidelity Total Bond ETF FBND Stock Holding History

Zacks Investment 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 		$1.53M Sell
33,565
-2,330
-6% -$107K 0.01% 376
2025
Q4 		$1.65M Sell
35,895
-8,634
-19% -$401K 0.01% 374
2025
Q3 		$2.06M Sell
44,529
-17,040
-28% -$782K 0.02% 323
2025
Q2 		$2.82M Sell
61,569
-53,384
-46% -$2.42M 0.02% 286
2025
Q1 		$5.25M Sell
114,953
-3,632
-3% -$165K 0.05% 213
2024
Q4 		$5.32M Sell
118,585
-4,131
-3% -$189K 0.05% 210
2024
Q3 		$5.74M Buy
122,716
+104,615
+578% +$4.83M 0.05% 200
2024
Q2 		$813K Buy
18,101
+8,865
+96% +$397K 0.01% 384
2024
Q1 		$418K Sell
9,236
-1,915
-17% -$86.9K ﹤0.01% 496
2023
Q4 		$513K Buy
11,151
+748
+7% +$33K 0.01% 465
2023
Q3 		$453K Sell
10,403
-12,704
-55% -$568K 0.01% 469
2023
Q2 		$1.05M Buy
23,107
+14,295
+162% +$654K 0.01% 367
2023
Q1 		$405K Buy
8,812
+1,585
+22% +$72.7K 0.01% 478
2022
Q4 		$325K Buy
+7,227
New +$324K ﹤0.01% 495
2022
Q2 		– Sell
-4,208
Closed -$209K – 594
2022
Q1 		$209K Sell
4,208
-2,576
-38% -$132K ﹤0.01% 573
2021
Q4 		$360K Buy
+6,784
New +$360K 0.01% 514

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 $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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Zacks Investment Management's FBND Position: Q1 2026 in Review

Zacks Investment Management reduced its Fidelity Total Bond ETF (FBND) stake by 6.5% in Q1 2026, selling an estimated $107K and leaving 33,565 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #376.

Zacks Investment Management first reported a position in FBND in Q4 2021 and has held it in 16 quarters since. The position peaked at $5.74M in Q3 2024. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Zacks Investment Management held 33,565 shares of Fidelity Total Bond ETF worth $1.53M as of Q1 2026.
  • Zacks Investment Management sold 2,330 Fidelity Total Bond ETF shares in Q1 2026, an estimated $107K.
  • Fidelity Total Bond ETF made up 0.01% of Zacks Investment Management's portfolio in Q1 2026, its #376 holding.
  • Zacks Investment Management first reported a position in Fidelity Total Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Zacks Investment Management's Fidelity Total Bond ETF position peaked at $5.74M in Q3 2024.
  • 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.