Focus Partners Wealth’s Fidelity Total Bond ETF FBND Stock Holding History

Focus Partners Wealth’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 Q1	$110M	Sell	1,760,763 -604,618	-26%	-$27.9M	0.12%	173
2025 Q4	$109M	Buy	2,365,381 +271,890	+13%	+$12.6M	0.12%	171
2025 Q3	$96.8M	Buy	2,093,491 +133,446	+7%	+$6.13M	0.16%	135
2025 Q2	$89.7M	Buy	1,960,045 +299,478	+18%	+$13.6M	0.19%	113
2025 Q1	$75.8M	Buy	1,660,567 +46,710	+3%	+$2.12M	0.19%	118
2024 Q4	$72.4M	Buy	1,613,857 +917,568	+132%	+$41.9M	0.19%	112
2024 Q3	$32.5M	Sell	696,289 -591,603	-46%	-$27.3M	0.1%	192
2024 Q2	$57.9M	Buy	1,287,892 +805,000	+167%	+$36.1M	0.19%	120
2024 Q1	$21.9M	Sell	482,892 -156,204	-24%	-$7.09M	0.18%	143
2023 Q4	$29.4M	Buy	+639,096	New	+$28.2M	0.39%	66

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Focus Partners Wealth's FBND Position: Q1 2026 in Review

Focus Partners Wealth reduced its Fidelity Total Bond ETF (FBND) stake by 26% in Q1 2026, selling an estimated $27.9M and leaving 1,760,763 shares worth $110M. The position accounts for 0.12% of the portfolio, ranked #173.

Focus Partners Wealth first reported a position in FBND in Q4 2023 and has held it in 10 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Focus Partners Wealth held 1,760,763 shares of Fidelity Total Bond ETF worth $110M as of Q1 2026.
Focus Partners Wealth sold 604,618 Fidelity Total Bond ETF shares in Q1 2026, an estimated $27.9M.
Fidelity Total Bond ETF made up 0.12% of Focus Partners Wealth's portfolio in Q1 2026, its #173 holding.
Focus Partners Wealth first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 10 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.