Element Wealth’s Fidelity Total Bond ETF FBND Stock Holding History

Element Wealth’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	$411K	Sell	9,027 -3,191	-26%	-$146K	0.15%	143
2026 Q1	$557K	Sell	12,218 -491	-4%	-$22.6K	0.23%	101
2025 Q4	$585K	Buy	12,709 +2,262	+22%	+$105K	0.24%	95
2025 Q3	$483K	Hold	10,447	–	–	0.21%	104
2025 Q2	$478K	Sell	10,447 -102	-1%	-$4.62K	0.22%	93
2025 Q1	$482K	Buy	+10,549	New	+$478K	0.26%	78

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

Element Wealth's FBND Position: Q2 2026 in Review

Element Wealth reduced its Fidelity Total Bond ETF (FBND) stake by 26% in Q2 2026, selling an estimated $146K and leaving 9,027 shares worth $411K. The position accounts for 0.15% of the portfolio, ranked #143.

Element Wealth first reported a position in FBND in Q1 2025 and has held it in 6 quarters since. The position peaked at $585K in Q4 2025. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Element Wealth held 9,027 shares of Fidelity Total Bond ETF worth $411K as of Q2 2026.
Element Wealth sold 3,191 Fidelity Total Bond ETF shares in Q2 2026, an estimated $146K.
Fidelity Total Bond ETF made up 0.15% of Element Wealth's portfolio in Q2 2026, its #143 holding.
Element Wealth first reported a position in Fidelity Total Bond ETF in Q1 2025 and has held it in 6 quarters since.
Element Wealth's Fidelity Total Bond ETF position peaked at $585K in Q4 2025.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.