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

AssuredPartners 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
Q2 		$460K Buy
10,114
+231
+2% +$10.5K 0.04% 271
2026
Q1 		$451K Buy
9,883
+2,453
+33% +$113K 0.05% 268
2025
Q4 		$342K Sell
7,430
-10,292
-58% -$478K 0.05% 260
2025
Q3 		$819K Buy
17,722
+311
+2% +$14.3K 0.18% 100
2025
Q2 		$797K Buy
17,411
+4,107
+31% +$186K 0.19% 97
2025
Q1 		$607K Buy
13,304
+2,079
+19% +$94.2K 0.12% 176
2024
Q4 		$504K Buy
+11,225
New +$513K 0.1% 199

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 $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Modern Wealth Management
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AssuredPartners Investment Advisors's FBND Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Fidelity Total Bond ETF (FBND) stake by 2.3% in Q2 2026, buying an estimated $10.5K and bringing the position to 10,114 shares worth $460K. The position accounts for 0.04% of the portfolio, ranked #271.

AssuredPartners Investment Advisors first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $819K in Q3 2025. 795 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • AssuredPartners Investment Advisors held 10,114 shares of Fidelity Total Bond ETF worth $460K as of Q2 2026.
  • AssuredPartners Investment Advisors bought 231 Fidelity Total Bond ETF shares in Q2 2026, an estimated $10.5K.
  • Fidelity Total Bond ETF made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #271 holding.
  • AssuredPartners Investment Advisors first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • AssuredPartners Investment Advisors's Fidelity Total Bond ETF position peaked at $819K in Q3 2025.
  • 795 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.