EP Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

EP Wealth Advisors’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	$11M	Buy	241,165 +228,633	+1,824%	+$10.4M	0.04%	261
2026 Q1	$572K	Buy	12,532 +4,201	+50%	+$194K	﹤0.01%	848
2025 Q4	$384K	Buy	+8,331	New	+$387K	﹤0.01%	1002
2025 Q2	$828K	Buy	18,088 +12,533	+226%	+$567K	0.01%	618
2025 Q1	$254K	Sell	5,555 -393	-7%	-$17.8K	﹤0.01%	1009
2024 Q4	$267K	Buy	+5,948	New	+$272K	﹤0.01%	925

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

EP Wealth Advisors's FBND Position: Q2 2026 in Review

EP Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 1,824% in Q2 2026, buying an estimated $10.4M and bringing the position to 241,165 shares worth $11M. The position accounts for 0.04% of the portfolio, ranked #261.

EP Wealth Advisors first reported a position in FBND in Q4 2024 and has held it in 6 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

EP Wealth Advisors held 241,165 shares of Fidelity Total Bond ETF worth $11M as of Q2 2026.
EP Wealth Advisors bought 228,633 Fidelity Total Bond ETF shares in Q2 2026, an estimated $10.4M.
Fidelity Total Bond ETF made up 0.04% of EP Wealth Advisors's portfolio in Q2 2026, its #261 holding.
EP Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 6 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.