Eaton Financial Holdings’s Fidelity Total Bond ETF FBND Stock Holding History

Eaton Financial Holdings’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	$7.84M	Buy	172,332 +25,458	+17%	+$1.16M	2.15%	12
2026 Q1	$6.7M	Buy	146,874 +5,755	+4%	+$265K	2.19%	11
2025 Q4	$6.5M	Buy	141,119 +13,554	+11%	+$629K	1.75%	16
2025 Q3	$5.9M	Buy	+127,565	New	+$5.86M	1.66%	16

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

Eaton Financial Holdings's FBND Position: Q2 2026 in Review

Eaton Financial Holdings increased its Fidelity Total Bond ETF (FBND) stake by 17% in Q2 2026, buying an estimated $1.16M and bringing the position to 172,332 shares worth $7.84M. The position accounts for 2.15% of the portfolio, ranked #12.

Eaton Financial Holdings first reported a position in FBND in Q3 2025 and has held it in 4 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Eaton Financial Holdings held 172,332 shares of Fidelity Total Bond ETF worth $7.84M as of Q2 2026.
Eaton Financial Holdings bought 25,458 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.16M.
Fidelity Total Bond ETF made up 2.15% of Eaton Financial Holdings's portfolio in Q2 2026, its #12 holding.
Eaton Financial Holdings first reported a position in Fidelity Total Bond ETF in Q3 2025 and has held it in 4 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.