Cary Street Partners’s Fidelity Total Bond ETF FBND Stock Holding History

Cary Street 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	$2.07M	Buy	45,472 +5,093	+13%	+$232K	0.05%	353
2026 Q1	$1.84M	Buy	40,379 +6,829	+20%	+$315K	0.05%	339
2025 Q4	$1.54M	Buy	33,550 +1,950	+6%	+$90.5K	0.04%	363
2025 Q3	$1.46M	Buy	31,600 +204	+0.6%	+$9.37K	0.04%	360
2025 Q2	$1.44M	Buy	31,396 +5,612	+22%	+$254K	0.04%	360
2025 Q1	$1.18M	Sell	25,784 -190	-0.7%	-$8.61K	0.04%	359
2024 Q4	$1.17M	Buy	+25,974	New	+$1.19M	0.04%	352

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

Cary Street Partners's FBND Position: Q2 2026 in Review

Cary Street Partners increased its Fidelity Total Bond ETF (FBND) stake by 13% in Q2 2026, buying an estimated $232K and bringing the position to 45,472 shares worth $2.07M. The position accounts for 0.05% of the portfolio, ranked #353.

Cary Street Partners first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Cary Street Partners held 45,472 shares of Fidelity Total Bond ETF worth $2.07M as of Q2 2026.
Cary Street Partners bought 5,093 Fidelity Total Bond ETF shares in Q2 2026, an estimated $232K.
Fidelity Total Bond ETF made up 0.05% of Cary Street Partners's portfolio in Q2 2026, its #353 holding.
Cary Street Partners first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.