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

Dynasty 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	$499M	Buy	10,970,047 +759,498	+7%	+$34.6M	3.71%	8
2026 Q1	$466M	Buy	10,210,549 +1,560,151	+18%	+$71.9M	4.06%	8
2025 Q4	$398M	Buy	8,650,398 +1,993,799	+30%	+$92.5M	3.91%	10
2025 Q3	$308M	Buy	6,656,599 +786,693	+13%	+$36.1M	4.11%	9
2025 Q2	$269M	Sell	5,869,906 -100,424	-2%	-$4.55M	4.58%	5
2025 Q1	$273M	Buy	5,970,330 +3,029,917	+103%	+$137M	4.54%	5
2024 Q4	$132M	Buy	2,940,413 +1,725,938	+142%	+$78.9M	2.28%	15
2024 Q3	$56.8M	Buy	1,214,475 +119,670	+11%	+$5.53M	1.72%	14
2024 Q2	$49.2M	Buy	+1,094,805	New	+$49M	1.45%	20

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

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

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

Dynasty Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 7.4% in Q2 2026, buying an estimated $34.6M and bringing the position to 10,970,047 shares worth $499M. The position accounts for 3.71% of the portfolio, ranked #8.

Dynasty Wealth Management 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.

Dynasty Wealth Management held 10,970,047 shares of Fidelity Total Bond ETF worth $499M as of Q2 2026.
Dynasty Wealth Management bought 759,498 Fidelity Total Bond ETF shares in Q2 2026, an estimated $34.6M.
Fidelity Total Bond ETF made up 3.71% of Dynasty Wealth Management's portfolio in Q2 2026, its #8 holding.
Dynasty Wealth Management 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 Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.