EnRich Financial Partners’s Fidelity Total Bond ETF FBND Stock Holding History

EnRich Financial Partners’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	$25.1M	Buy	551,216 +49,658	+10%	+$2.27M	5.96%	7
2026 Q1	$22.9M	Buy	501,558 +5,248	+1%	+$242K	6.07%	7
2025 Q4	$22.9M	Buy	496,310 +21,072	+4%	+$978K	6.23%	7
2025 Q3	$22M	Buy	475,238 +18,362	+4%	+$843K	6.25%	7
2025 Q2	$20.9M	Buy	456,876 +23,342	+5%	+$1.06M	6.42%	7
2025 Q1	$19.8M	Buy	433,534 +43,242	+11%	+$1.96M	6.65%	7
2024 Q4	$17.5M	Buy	390,292 +10,543	+3%	+$482K	5.83%	8
2024 Q3	$17.7M	Buy	379,749 +24,344	+7%	+$1.13M	5.93%	7
2024 Q2	$16M	Buy	355,405 +19,391	+6%	+$869K	5.86%	7
2024 Q1	$15.2M	Buy	336,014 +12,051	+4%	+$547K	5.7%	8
2023 Q4	$14.9M	Buy	+323,963	New	+$14.3M	6.22%	7

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

EnRich Financial Partners's FBND Position: Q2 2026 in Review

EnRich Financial Partners increased its Fidelity Total Bond ETF (FBND) stake by 9.9% in Q2 2026, buying an estimated $2.27M and bringing the position to 551,216 shares worth $25.1M. The position accounts for 5.96% of the portfolio, ranked #7.

EnRich Financial Partners first reported a position in FBND in Q4 2023 and has held it in 11 quarters since. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

EnRich Financial Partners held 551,216 shares of Fidelity Total Bond ETF worth $25.1M as of Q2 2026.
EnRich Financial Partners bought 49,658 Fidelity Total Bond ETF shares in Q2 2026, an estimated $2.27M.
Fidelity Total Bond ETF made up 5.96% of EnRich Financial Partners's portfolio in Q2 2026, its #7 holding.
EnRich Financial Partners first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 11 quarters since.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.