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

Cyndeo 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	$30.2M	Buy	662,811 +17,500	+3%	+$798K	1.42%	10
2026 Q1	$29.4M	Buy	645,311 +94,400	+17%	+$4.35M	1.55%	8
2025 Q4	$25.4M	Buy	550,911 +28,706	+5%	+$1.33M	1.37%	10
2025 Q3	$24.1M	Buy	522,205 +4,750	+0.9%	+$218K	1.34%	10
2025 Q2	$23.7M	Buy	517,455 +3,668	+0.7%	+$166K	1.4%	9
2025 Q1	$23.5M	Buy	513,787 +50,806	+11%	+$2.3M	1.54%	7
2024 Q4	$20.8M	Sell	462,981 -18,669	-4%	-$853K	1.4%	7
2024 Q3	$22.5M	Buy	481,650 +414,198	+614%	+$19.1M	1.57%	7
2024 Q2	$3.03M	Buy	+67,452	New	+$3.02M	0.24%	119

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

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

Cyndeo Wealth Partners increased its Fidelity Total Bond ETF (FBND) stake by 2.7% in Q2 2026, buying an estimated $798K and bringing the position to 662,811 shares worth $30.2M. The position accounts for 1.42% of the portfolio, ranked #10.

Cyndeo Wealth Partners first reported a position in FBND in Q2 2024 and has held it in 9 quarters since. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Cyndeo Wealth Partners held 662,811 shares of Fidelity Total Bond ETF worth $30.2M as of Q2 2026.
Cyndeo Wealth Partners bought 17,500 Fidelity Total Bond ETF shares in Q2 2026, an estimated $798K.
Fidelity Total Bond ETF made up 1.42% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #10 holding.
Cyndeo Wealth Partners first reported a position in Fidelity Total Bond ETF in Q2 2024 and has held it in 9 quarters since.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.