Financial Perspectives’s Fidelity Total Bond ETF FBND Stock Holding History

Financial Perspectives’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	$92.9K	Buy	2,042 +469	+30%	+$21.4K	0.02%	253
2026 Q1	$71.8K	Buy	1,573 +1,031	+190%	+$47.5K	0.02%	267
2025 Q4	$24.9K	Buy	542 +184	+51%	+$8.54K	0.01%	406
2025 Q3	$16.6K	Buy	358 +92	+35%	+$4.22K	﹤0.01%	454
2025 Q2	$12.2K	Hold	266	–	–	﹤0.01%	485
2025 Q1	$12.1K	Buy	+266	New	+$12K	﹤0.01%	475
2024 Q4	–	Sell	-438	Closed	-$20.5K	–	727
2024 Q3	$20.5K	Hold	438	–	–	0.01%	387
2024 Q2	$19.7K	Hold	438	–	–	0.01%	385
2024 Q1	$19.9K	Hold	438	–	–	0.01%	383
2023 Q4	$20.2K	Buy	438 +3	+0.7%	+$132	0.01%	375
2023 Q3	$18.9K	Hold	435	–	–	0.01%	365
2023 Q2	$19.8K	Hold	435	–	–	0.01%	367
2023 Q1	$20K	Buy	+435	New	+$19.9K	0.01%	358
2022 Q4	–	Sell	-1,878	Closed	-$83.4K	–	694
2022 Q3	$83.4K	Hold	1,878	–	–	0.05%	187
2022 Q2	$87.4K	Hold	1,878	–	–	0.05%	181
2022 Q1	$93.5K	Hold	1,878	–	–	0.04%	197
2021 Q4	$99.6K	Hold	1,878	–	–	0.05%	176
2021 Q3	$99.8K	Buy	+1,878	New	+$101K	0.05%	174

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 Perspectives's FBND Position: Q2 2026 in Review

Financial Perspectives increased its Fidelity Total Bond ETF (FBND) stake by 30% in Q2 2026, buying an estimated $21.4K and bringing the position to 2,042 shares worth $92.9K. The position accounts for 0.02% of the portfolio, ranked #253.

Financial Perspectives first reported a position in FBND in Q3 2021 and has held it in 18 quarters since. The position peaked at $99.8K in Q3 2021. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Financial Perspectives held 2,042 shares of Fidelity Total Bond ETF worth $92.9K as of Q2 2026.
Financial Perspectives bought 469 Fidelity Total Bond ETF shares in Q2 2026, an estimated $21.4K.
Fidelity Total Bond ETF made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #253 holding.
Financial Perspectives first reported a position in Fidelity Total Bond ETF in Q3 2021 and has held it in 18 quarters since.
Financial Perspectives's Fidelity Total Bond ETF position peaked at $99.8K in Q3 2021.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.