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

HB 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 Q2	$973K	Buy	21,383 +12,063	+129%	+$550K	0.01%	760
2026 Q1	$425K	Sell	9,320 -473	-5%	-$21.8K	﹤0.01%	1048
2025 Q4	$451K	Buy	9,793 +755	+8%	+$35K	﹤0.01%	948
2025 Q3	$418K	Buy	+9,038	New	+$415K	﹤0.01%	930

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

HB Wealth Management's FBND Position: Q2 2026 in Review

HB Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 129% in Q2 2026, buying an estimated $550K and bringing the position to 21,383 shares worth $973K. The position accounts for 0.01% of the portfolio, ranked #760.

HB Wealth Management first reported a position in FBND in Q3 2025 and has held it in 4 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

HB Wealth Management held 21,383 shares of Fidelity Total Bond ETF worth $973K as of Q2 2026.
HB Wealth Management bought 12,063 Fidelity Total Bond ETF shares in Q2 2026, an estimated $550K.
Fidelity Total Bond ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #760 holding.
HB Wealth Management first reported a position in Fidelity Total Bond ETF in Q3 2025 and has held it in 4 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.