Axis Wealth Partners’s Fidelity Total Bond ETF FBND Stock Holding History

Axis Wealth Partners’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	$7.17M	Buy	157,655 +10,580	+7%	+$483K	3.44%	1
2026 Q1	$6.71M	Buy	147,075 +8,815	+6%	+$407K	3.57%	1
2025 Q4	$6.37M	Buy	138,260 +3,443	+3%	+$160K	3.52%	3
2025 Q3	$6.23M	Buy	134,817 +12,997	+11%	+$597K	3.65%	3
2025 Q2	$5.57M	Buy	121,820 +6,974	+6%	+$316K	3.66%	3
2025 Q1	$5.24M	Buy	114,846 +12,467	+12%	+$565K	3.87%	1
2024 Q4	$4.59M	Buy	+102,379	New	+$4.68M	3.87%	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

Axis Wealth Partners's FBND Position: Q2 2026 in Review

Axis Wealth Partners increased its Fidelity Total Bond ETF (FBND) stake by 7.2% in Q2 2026, buying an estimated $483K and bringing the position to 157,655 shares worth $7.17M. The position accounts for 3.44% of the portfolio, ranked #1.

Axis Wealth Partners first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Axis Wealth Partners held 157,655 shares of Fidelity Total Bond ETF worth $7.17M as of Q2 2026.
Axis Wealth Partners bought 10,580 Fidelity Total Bond ETF shares in Q2 2026, an estimated $483K.
Fidelity Total Bond ETF made up 3.44% of Axis Wealth Partners's portfolio in Q2 2026, its #1 holding.
Axis Wealth Partners first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.