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 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 $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

Apex Wealth Management's FBND Position: Q1 2026 in Review

Apex Wealth Management reduced its Fidelity Total Bond ETF (FBND) stake by 52% in Q1 2026, selling an estimated $2.23M and leaving 43,910 shares worth $2M. The position accounts for 1.37% of the portfolio, ranked #25.

Apex Wealth Management first reported a position in FBND in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.08M in Q4 2024. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Apex Wealth Management held 43,910 shares of Fidelity Total Bond ETF worth $2M as of Q1 2026.
Apex Wealth Management sold 48,355 Fidelity Total Bond ETF shares in Q1 2026, an estimated $2.23M.
Fidelity Total Bond ETF made up 1.37% of Apex Wealth Management's portfolio in Q1 2026, its #25 holding.
Apex Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 6 quarters since.
Apex Wealth Management's Fidelity Total Bond ETF position peaked at $9.08M in Q4 2024.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Apex Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.