Greatmark Investment Partners’s Fidelity Total Bond ETF FBND Stock Holding History

Greatmark Investment Partners’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	–	Sell	-5,225	Closed	-$241K	–	148
2025 Q4	$241K	Buy	+5,225	New	+$242K	0.03%	134
2025 Q2	–	Sell	-7,650	Closed	-$349K	–	146
2025 Q1	$349K	Sell	7,650 -1,900	-20%	-$86.1K	0.05%	107
2024 Q4	$429K	Hold	9,550	–	–	0.06%	99
2024 Q3	$446K	Buy	+9,550	New	+$441K	0.06%	97
2022 Q2	–	Sell	-4,150	Closed	-$207K	–	131
2022 Q1	$207K	Hold	4,150	–	–	0.03%	131
2021 Q4	$220K	Hold	4,150	–	–	0.04%	127
2021 Q3	$220K	Hold	4,150	–	–	0.04%	130
2021 Q2	$221K	Hold	4,150	–	–	0.04%	130
2021 Q1	$218K	Hold	4,150	–	–	0.04%	127
2020 Q4	$225K	Hold	4,150	–	–	0.05%	118
2020 Q3	$227K	Hold	4,150	–	–	0.06%	117
2020 Q2	$224K	Hold	4,150	–	–	0.06%	115
2020 Q1	$215K	Hold	4,150	–	–	0.07%	112
2019 Q4	$215K	Hold	4,150	–	–	0.05%	126
2019 Q3	$215K	Hold	4,150	–	–	0.06%	120
2019 Q2	$212K	Sell	4,150 -950	-19%	-$47.8K	0.06%	110
2019 Q1	$255K	Hold	5,100	–	–	0.08%	107
2018 Q4	$248K	Sell	5,100 -325	-6%	-$15.7K	0.09%	101
2018 Q3	$264K	Sell	5,425 -100	-2%	-$4.89K	0.08%	103
2018 Q2	$270K	Buy	5,525 +1,200	+28%	+$58.6K	0.09%	97
2018 Q1	$213K	Hold	4,325	–	–	0.08%	108
2017 Q4	$217K	Buy	+4,325	New	+$217K	0.08%	103

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

Greatmark Investment Partners's FBND Position: Q1 2026 in Review

Greatmark Investment Partners sold out of Fidelity Total Bond ETF (FBND) in Q1 2026, closing a stake of 5,225 shares — an estimated $241K sold.

Greatmark Investment Partners first reported a position in FBND in Q4 2017 and held it in 22 quarters. The position peaked at $446K in Q3 2024. 752 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Greatmark Investment Partners reported no remaining Fidelity Total Bond ETF position as of Q1 2026 after selling out during the quarter.
Greatmark Investment Partners sold 5,225 Fidelity Total Bond ETF shares in Q1 2026, an estimated $241K.
Greatmark Investment Partners first reported a position in Fidelity Total Bond ETF in Q4 2017 and held it in 22 quarters.
Greatmark Investment Partners's Fidelity Total Bond ETF position peaked at $446K in Q3 2024.
752 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Greatmark Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.