Financial Management Professionals’s Fidelity Total Bond ETF FBND Stock Holding History

Financial Management Professionals’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	$106K	Hold	2,330	–	–	0.01%	219
2026 Q1	$107K	Hold	2,330	–	–	0.01%	191
2025 Q4	$108K	Hold	2,330	–	–	0.01%	197
2025 Q3	$108K	Hold	2,330	–	–	0.01%	198
2025 Q2	$107K	Hold	2,330	–	–	0.01%	187
2025 Q1	$106K	Hold	2,330	–	–	0.01%	186
2024 Q4	$105K	Hold	2,330	–	–	0.01%	190
2024 Q3	$109K	Buy	2,330 +1,780	+324%	+$82.3K	0.01%	188
2024 Q2	$25K	Hold	550	–	–	﹤0.01%	346
2024 Q1	$25K	Hold	550	–	–	﹤0.01%	378
2023 Q4	$25K	Buy	+550	New	+$24.3K	﹤0.01%	360

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

Financial Management Professionals's FBND Position: Q2 2026 in Review

Financial Management Professionals held its Fidelity Total Bond ETF (FBND) position steady in Q2 2026 at 2,330 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #219.

Financial Management Professionals first reported a position in FBND in Q4 2023 and has held it in 11 quarters since. The position peaked at $109K in Q3 2024. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Financial Management Professionals held 2,330 shares of Fidelity Total Bond ETF worth $106K as of Q2 2026.
Financial Management Professionals left its Fidelity Total Bond ETF share count unchanged in Q2 2026.
Fidelity Total Bond ETF made up 0.01% of Financial Management Professionals's portfolio in Q2 2026, its #219 holding.
Financial Management Professionals first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 11 quarters since.
Financial Management Professionals's Fidelity Total Bond ETF position peaked at $109K in Q3 2024.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.