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

Diversify 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	$11.4M	Buy	252,758 +5,712	+2%	+$261K	0.19%	110
2026 Q1	$11.2M	Buy	247,046 +64,734	+36%	+$2.99M	0.2%	100
2025 Q4	$8.42M	Buy	182,312 +6,556	+4%	+$304K	0.39%	58
2025 Q3	$8.14M	Buy	175,756 +2,094	+1%	+$96.1K	0.47%	45
2025 Q2	$7.95M	Buy	173,662 +2,650	+2%	+$120K	0.49%	41
2025 Q1	$7.8M	Sell	171,012 -1,361	-0.8%	-$61.6K	0.58%	33
2024 Q4	$7.67M	Buy	172,373 +1,775	+1%	+$81.1K	0.6%	36
2024 Q3	$7.8M	Buy	170,598 +23,514	+16%	+$1.09M	0.75%	30
2024 Q2	$6.82M	Buy	+147,084	New	+$6.59M	0.85%	23

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

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

Diversify Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 2.3% in Q2 2026, buying an estimated $261K and bringing the position to 252,758 shares worth $11.4M. The position accounts for 0.19% of the portfolio, ranked #110.

Diversify Wealth Management first reported a position in FBND in Q2 2024 and has held it in 9 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Diversify Wealth Management held 252,758 shares of Fidelity Total Bond ETF worth $11.4M as of Q2 2026.
Diversify Wealth Management bought 5,712 Fidelity Total Bond ETF shares in Q2 2026, an estimated $261K.
Fidelity Total Bond ETF made up 0.19% of Diversify Wealth Management's portfolio in Q2 2026, its #110 holding.
Diversify Wealth Management first reported a position in Fidelity Total Bond ETF in Q2 2024 and has held it in 9 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.