Endeavor Private Wealth’s Fidelity Total Bond ETF FBND Stock Holding History

Endeavor Private 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	$395K	Buy	8,648 +3,629	+72%	+$166K	0.1%	151
2026 Q1	$230K	Sell	5,019 -4,410	-47%	-$203K	0.07%	183
2025 Q4	$437K	Buy	9,429 +1,997	+27%	+$92.7K	0.13%	132
2025 Q3	$345K	Buy	+7,432	New	+$341K	0.11%	146

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

Endeavor Private Wealth's FBND Position: Q2 2026 in Review

Endeavor Private Wealth increased its Fidelity Total Bond ETF (FBND) stake by 72% in Q2 2026, buying an estimated $166K and bringing the position to 8,648 shares worth $395K. The position accounts for 0.1% of the portfolio, ranked #151.

Endeavor Private Wealth first reported a position in FBND in Q3 2025 and has held it in 4 quarters since. The position peaked at $437K in Q4 2025. 793 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Endeavor Private Wealth held 8,648 shares of Fidelity Total Bond ETF worth $395K as of Q2 2026.
Endeavor Private Wealth bought 3,629 Fidelity Total Bond ETF shares in Q2 2026, an estimated $166K.
Fidelity Total Bond ETF made up 0.1% of Endeavor Private Wealth's portfolio in Q2 2026, its #151 holding.
Endeavor Private Wealth first reported a position in Fidelity Total Bond ETF in Q3 2025 and has held it in 4 quarters since.
Endeavor Private Wealth's Fidelity Total Bond ETF position peaked at $437K in Q4 2025.
793 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

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