Cerity Partners’s Fidelity Total Bond ETF FBND Stock Holding History

Cerity 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	$2.13M	Buy	46,716 +3,025	+7%	+$138K	﹤0.01%	1559
2026 Q1	$1.99M	Sell	43,691 -8,472	-16%	-$391K	﹤0.01%	1495
2025 Q4	$2.4M	Buy	52,163 +10,292	+25%	+$478K	﹤0.01%	1296
2025 Q3	$1.94M	Buy	41,871 +1,792	+4%	+$82.3K	﹤0.01%	1304
2025 Q2	$1.83M	Buy	40,079 +32,071	+400%	+$1.45M	﹤0.01%	1260
2025 Q1	$366K	Buy	8,008 +1,729	+28%	+$78.3K	﹤0.01%	1919
2024 Q4	$282K	Buy	+6,279	New	+$287K	﹤0.01%	2066
2023 Q3	–	Sell	-10,934	Closed	-$497K	–	1495
2023 Q2	$497K	Buy	+10,934	New	+$500K	﹤0.01%	1181

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Cerity Partners's FBND Position: Q2 2026 in Review

Cerity Partners increased its Fidelity Total Bond ETF (FBND) stake by 6.9% in Q2 2026, buying an estimated $138K and bringing the position to 46,716 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Cerity Partners first reported a position in FBND in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.4M in Q4 2025. 768 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Cerity Partners held 46,716 shares of Fidelity Total Bond ETF worth $2.13M as of Q2 2026.
Cerity Partners bought 3,025 Fidelity Total Bond ETF shares in Q2 2026, an estimated $138K.
Fidelity Total Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1559 holding.
Cerity Partners first reported a position in Fidelity Total Bond ETF in Q2 2023 and has held it in 8 quarters since.
Cerity Partners's Fidelity Total Bond ETF position peaked at $2.4M in Q4 2025.
768 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.