Hartmann Taylor Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Hartmann Taylor 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	$1.47M	Buy	32,188 +68	+0.2%	+$3.14K	0.97%	25
2025 Q4	$1.48M	Buy	32,120 +59	+0.2%	+$2.74K	1%	27
2025 Q3	$1.48M	Sell	32,061 -4,212	-12%	-$193K	1.06%	27
2025 Q2	$1.66M	Sell	36,273 -5,474	-13%	-$248K	1.38%	21
2025 Q1	$1.91M	Buy	+41,747	New	+$1.89M	1.71%	18

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

Hartmann Taylor Wealth Management's FBND Position: Q1 2026 in Review

Hartmann Taylor Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 0.21% in Q1 2026, buying an estimated $3.14K and bringing the position to 32,188 shares worth $1.47M. The position accounts for 0.97% of the portfolio, ranked #25.

Hartmann Taylor Wealth Management first reported a position in FBND in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.91M in Q1 2025. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Hartmann Taylor Wealth Management held 32,188 shares of Fidelity Total Bond ETF worth $1.47M as of Q1 2026.
Hartmann Taylor Wealth Management bought 68 Fidelity Total Bond ETF shares in Q1 2026, an estimated $3.14K.
Fidelity Total Bond ETF made up 0.97% of Hartmann Taylor Wealth Management's portfolio in Q1 2026, its #25 holding.
Hartmann Taylor Wealth Management first reported a position in Fidelity Total Bond ETF in Q1 2025 and has held it in 5 quarters since.
Hartmann Taylor Wealth Management's Fidelity Total Bond ETF position peaked at $1.91M in Q1 2025.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.