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WELLINGTON-ALTUS USA INC.’s Fidelity Total Bond ETF FBND Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$105K Sell
2,300
-260
-10% -$11.9K 0.07% 209
2026
Q1 		$116K Buy
2,560
+260
+11% +$12K 0.07% 222
2025
Q4 		$106K Buy
+2,300
New +$107K 0.08% 197

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WELLINGTON-ALTUS USA INC.'s FBND Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. reduced its Fidelity Total Bond ETF (FBND) stake by 10% in Q2 2026, selling an estimated $11.9K and leaving 2,300 shares worth $105K. The position accounts for 0.07% of the portfolio, ranked #209.

WELLINGTON-ALTUS USA INC. first reported a position in FBND in Q4 2025 and has held it in 3 quarters since. The position peaked at $116K in Q1 2026. 794 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 2,300 shares of Fidelity Total Bond ETF worth $105K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. sold 260 Fidelity Total Bond ETF shares in Q2 2026, an estimated $11.9K.
  • Fidelity Total Bond ETF made up 0.07% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #209 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s Fidelity Total Bond ETF position peaked at $116K in Q1 2026.
  • 794 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.