Fourth Dimension Wealth’s Fidelity Total Bond ETF FBND Stock Holding History

Fourth Dimension 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	$2.82K	Sell	62 -30	-33%	-$1.37K	﹤0.01%	586
2026 Q1	$4.2K	Hold	92	–	–	﹤0.01%	489
2025 Q4	$4.24K	Hold	92	–	–	﹤0.01%	502
2025 Q3	$4.25K	Hold	92	–	–	﹤0.01%	500
2025 Q2	$4.21K	Hold	92	–	–	﹤0.01%	499
2025 Q1	$4.2K	Sell	92 -50	-35%	-$2.27K	﹤0.01%	509
2024 Q4	$6.37K	Buy	+142	New	+$6.49K	﹤0.01%	481

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

Fourth Dimension Wealth's FBND Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its Fidelity Total Bond ETF (FBND) stake by 33% in Q2 2026, selling an estimated $1.37K and leaving 62 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Fourth Dimension Wealth first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.37K in Q4 2024. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Fourth Dimension Wealth held 62 shares of Fidelity Total Bond ETF worth $2.82K as of Q2 2026.
Fourth Dimension Wealth sold 30 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.37K.
Fidelity Total Bond ETF made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #586 holding.
Fourth Dimension Wealth first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's Fidelity Total Bond ETF position peaked at $6.37K in Q4 2024.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.