Focus Partners Wealth
FBND icon

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
Q2 		$112M Buy
2,463,277
+702,514
+40% +$32M 0.11% 174
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
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

Focus Partners Wealth's FBND Position: Q2 2026 in Review

Focus Partners Wealth increased its Fidelity Total Bond ETF (FBND) stake by 40% in Q2 2026, buying an estimated $32M and bringing the position to 2,463,277 shares worth $112M. The position accounts for 0.11% of the portfolio, ranked #174.

Focus Partners Wealth first reported a position in FBND in Q4 2023 and has held it in 11 quarters since. 791 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Focus Partners Wealth held 2,463,277 shares of Fidelity Total Bond ETF worth $112M as of Q2 2026.
  • Focus Partners Wealth bought 702,514 Fidelity Total Bond ETF shares in Q2 2026, an estimated $32M.
  • Fidelity Total Bond ETF made up 0.11% of Focus Partners Wealth's portfolio in Q2 2026, its #174 holding.
  • Focus Partners Wealth first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 791 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

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