Darwin Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Darwin Wealth Management’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	$51.1K	Buy	1,124 +13	+1%	+$593	0.01%	229
2026 Q1	$50.7K	Buy	1,111 +14	+1%	+$646	0.02%	218
2025 Q4	$50.5K	Buy	1,097 +12	+1%	+$557	0.02%	214
2025 Q3	$50.2K	Buy	1,085 +12	+1%	+$551	0.02%	218
2025 Q2	$49.1K	Sell	1,073 -94	-8%	-$4.25K	0.02%	208
2025 Q1	$52.4K	Hold	1,167	–	–	0.02%	221
2024 Q4	$52.4K	Buy	1,167 +10	+0.9%	+$457	0.02%	221
2024 Q3	$54.1K	Buy	+1,157	New	+$53.5K	0.01%	229
2021 Q2	–	Sell	-4,904	Closed	-$257K	–	174
2021 Q1	$257K	Sell	4,904 -944	-16%	-$50.3K	0.04%	146
2020 Q4	$317K	Sell	5,848 -3,639	-38%	-$199K	0.06%	133
2020 Q3	$518K	Sell	9,487 -8,745	-48%	-$480K	0.11%	96
2020 Q2	$983K	Sell	18,232 -3,824	-17%	-$203K	0.25%	79
2020 Q1	$1.12M	Buy	22,056 +3,033	+16%	+$157K	0.36%	62
2019 Q4	$984K	Buy	19,023 +361	+2%	+$18.7K	0.26%	86
2019 Q3	$965K	Buy	18,662 +1,353	+8%	+$69.7K	0.29%	80
2019 Q2	$884K	Buy	17,309 +3,458	+25%	+$174K	0.27%	82
2019 Q1	$692K	Buy	+13,851	New	+$682K	0.23%	85
2018 Q4	–	Sell	-12,865	Closed	-$629K	–	106
2018 Q3	$629K	Buy	12,865 +3,551	+38%	+$174K	0.35%	55
2018 Q2	$453K	Buy	9,314 +1,931	+26%	+$94.3K	0.29%	67
2018 Q1	$363K	Buy	7,383 +3,193	+76%	+$158K	0.26%	75
2017 Q4	$207K	Buy	+4,190	New	+$211K	0.09%	151

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

Darwin Wealth Management's FBND Position: Q2 2026 in Review

Darwin Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 1.2% in Q2 2026, buying an estimated $593 and bringing the position to 1,124 shares worth $51.1K. The position accounts for 0.01% of the portfolio, ranked #229.

Darwin Wealth Management first reported a position in FBND in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.12M in Q1 2020. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Darwin Wealth Management held 1,124 shares of Fidelity Total Bond ETF worth $51.1K as of Q2 2026.
Darwin Wealth Management bought 13 Fidelity Total Bond ETF shares in Q2 2026, an estimated $593.
Fidelity Total Bond ETF made up 0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #229 holding.
Darwin Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2017 and has held it in 21 quarters since.
Darwin Wealth Management's Fidelity Total Bond ETF position peaked at $1.12M in Q1 2020.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

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