Grimes & Company’s Fidelity Total Bond ETF FBND Stock Holding History

Grimes & Company’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	$556K	Buy	12,218 +157	+1%	+$7.16K	0.01%	302
2026 Q1	$550K	Buy	12,061 +149	+1%	+$6.87K	0.02%	296
2025 Q4	$548K	Sell	11,912 -462	-4%	-$21.4K	0.01%	300
2025 Q3	$572K	Buy	12,374 +728	+6%	+$33.4K	0.01%	295
2025 Q2	$533K	Buy	11,646 +7,020	+152%	+$318K	0.01%	262
2025 Q1	$211K	Sell	4,626 -117	-2%	-$5.3K	0.01%	350
2024 Q4	$213K	Buy	4,743 +46	+1%	+$2.1K	0.01%	360
2024 Q3	$220K	Buy	+4,697	New	+$217K	0.01%	336
2022 Q2	–	Sell	-9,305	Closed	-$463K	–	279
2022 Q1	$463K	Sell	9,305 -556	-6%	-$28.4K	0.02%	205
2021 Q4	$523K	Buy	+9,861	New	+$523K	0.02%	200

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

Grimes & Company's FBND Position: Q2 2026 in Review

Grimes & Company increased its Fidelity Total Bond ETF (FBND) stake by 1.3% in Q2 2026, buying an estimated $7.16K and bringing the position to 12,218 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #302.

Grimes & Company first reported a position in FBND in Q4 2021 and has held it in 10 quarters since. The position peaked at $572K in Q3 2025. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Grimes & Company held 12,218 shares of Fidelity Total Bond ETF worth $556K as of Q2 2026.
Grimes & Company bought 157 Fidelity Total Bond ETF shares in Q2 2026, an estimated $7.16K.
Fidelity Total Bond ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #302 holding.
Grimes & Company first reported a position in Fidelity Total Bond ETF in Q4 2021 and has held it in 10 quarters since.
Grimes & Company's Fidelity Total Bond ETF position peaked at $572K in Q3 2025.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.