Apex Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Apex Wealth 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 Q2	$2.11M	Buy	46,438 +2,528	+6%	+$115K	1.29%	26
2026 Q1	$2M	Sell	43,910 -48,355	-52%	-$2.23M	1.37%	25
2025 Q4	$4.25M	Sell	92,265 -5,226	-5%	-$243K	4.32%	9
2025 Q3	$4.51M	Buy	97,491 +81,141	+496%	+$3.73M	3.22%	12
2025 Q2	$748K	Sell	16,350 -31,500	-66%	-$1.43M	0.6%	35
2025 Q1	$2.18M	Sell	47,850 -154,477	-76%	-$7M	1.96%	18
2024 Q4	$9.08M	Buy	+202,327	New	+$9.25M	7.83%	2

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Apex Wealth Management's FBND Position: Q2 2026 in Review

Apex Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 5.8% in Q2 2026, buying an estimated $115K and bringing the position to 46,438 shares worth $2.11M. The position accounts for 1.29% of the portfolio, ranked #26.

Apex Wealth Management first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.08M in Q4 2024. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Apex Wealth Management held 46,438 shares of Fidelity Total Bond ETF worth $2.11M as of Q2 2026.
Apex Wealth Management bought 2,528 Fidelity Total Bond ETF shares in Q2 2026, an estimated $115K.
Fidelity Total Bond ETF made up 1.29% of Apex Wealth Management's portfolio in Q2 2026, its #26 holding.
Apex Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
Apex Wealth Management's Fidelity Total Bond ETF position peaked at $9.08M in Q4 2024.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.