Boston Family Office’s Fidelity Total Bond ETF FBND Stock Holding History

Boston Family Office’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	$475K	Sell	10,449 -1,125	-10%	-$51.3K	0.03%	229
2026 Q1	$528K	Hold	11,574	–	–	0.04%	216
2025 Q4	$533K	Hold	11,574	–	–	0.03%	210
2025 Q3	$535K	Hold	11,574	–	–	0.03%	205
2025 Q2	$530K	Sell	11,574 -225	-2%	-$10.2K	0.04%	203
2025 Q1	$539K	Hold	11,799	–	–	0.04%	196
2024 Q4	$529K	Hold	11,799	–	–	0.04%	192
2024 Q3	$551K	Buy	+11,799	New	+$545K	0.04%	194

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

Boston Family Office's FBND Position: Q2 2026 in Review

Boston Family Office reduced its Fidelity Total Bond ETF (FBND) stake by 9.7% in Q2 2026, selling an estimated $51.3K and leaving 10,449 shares worth $475K. The position accounts for 0.03% of the portfolio, ranked #229.

Boston Family Office first reported a position in FBND in Q3 2024 and has held it in 8 quarters since. The position peaked at $551K in Q3 2024. 793 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Boston Family Office held 10,449 shares of Fidelity Total Bond ETF worth $475K as of Q2 2026.
Boston Family Office sold 1,125 Fidelity Total Bond ETF shares in Q2 2026, an estimated $51.3K.
Fidelity Total Bond ETF made up 0.03% of Boston Family Office's portfolio in Q2 2026, its #229 holding.
Boston Family Office first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 8 quarters since.
Boston Family Office's Fidelity Total Bond ETF position peaked at $551K in Q3 2024.
793 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.