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

Elevation 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	$613K	Buy	13,420 +348	+3%	+$15.9K	0.46%	57
2026 Q1	$599K	Buy	13,072 +1,684	+15%	+$77.7K	0.55%	47
2025 Q4	$527K	Buy	+11,388	New	+$528K	0.51%	60

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

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

Elevation Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 2.7% in Q2 2026, buying an estimated $15.9K and bringing the position to 13,420 shares worth $613K. The position accounts for 0.46% of the portfolio, ranked #57.

Elevation Wealth Management first reported a position in FBND in Q4 2025 and has held it in 3 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Elevation Wealth Management held 13,420 shares of Fidelity Total Bond ETF worth $613K as of Q2 2026.
Elevation Wealth Management bought 348 Fidelity Total Bond ETF shares in Q2 2026, an estimated $15.9K.
Fidelity Total Bond ETF made up 0.46% of Elevation Wealth Management's portfolio in Q2 2026, its #57 holding.
Elevation Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 3 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.