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

Future Financial Wealth Management’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	$3.01M	Sell	65,546 -2,471	-4%	-$114K	1.94%	14
2025 Q4	$3.13M	Buy	68,017 +2,138	+3%	+$99.2K	2.1%	13
2025 Q3	$3.05M	Buy	65,879 +7,688	+13%	+$353K	1.92%	13
2025 Q2	$2.66M	Buy	+58,191	New	+$2.63M	1.81%	13

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

Future Financial Wealth Management's FBND Position: Q1 2026 in Review

Future Financial Wealth Management reduced its Fidelity Total Bond ETF (FBND) stake by 3.6% in Q1 2026, selling an estimated $114K and leaving 65,546 shares worth $3.01M. The position accounts for 1.94% of the portfolio, ranked #14.

Future Financial Wealth Management first reported a position in FBND in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.13M in Q4 2025. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Future Financial Wealth Management held 65,546 shares of Fidelity Total Bond ETF worth $3.01M as of Q1 2026.
Future Financial Wealth Management sold 2,471 Fidelity Total Bond ETF shares in Q1 2026, an estimated $114K.
Fidelity Total Bond ETF made up 1.94% of Future Financial Wealth Management's portfolio in Q1 2026, its #14 holding.
Future Financial Wealth Management first reported a position in Fidelity Total Bond ETF in Q2 2025 and has held it in 4 quarters since.
Future Financial Wealth Management's Fidelity Total Bond ETF position peaked at $3.13M in Q4 2025.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Future Financial Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.