Henderson Brothers Financial Partners’s Fidelity Total Bond ETF FBND Stock Holding History

Henderson Brothers Financial 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 Q2	$35.6M	Sell	782,427 -824,383	-51%	-$37.6M	16.85%	2
2026 Q1	$73.3M	Buy	+1,606,810	New	+$74.1M	18.56%	1
2025 Q1	$34M	Buy	+738,393	New	+$33.4M	17.03%	1

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

Henderson Brothers Financial Partners's FBND Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its Fidelity Total Bond ETF (FBND) stake by 51% in Q2 2026, selling an estimated $37.6M and leaving 782,427 shares worth $35.6M. The position accounts for 16.85% of the portfolio, ranked #2.

Henderson Brothers Financial Partners first reported a position in FBND in Q1 2025 and has held it in 3 quarters since. The position peaked at $73.3M in Q1 2026. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Henderson Brothers Financial Partners held 782,427 shares of Fidelity Total Bond ETF worth $35.6M as of Q2 2026.
Henderson Brothers Financial Partners sold 824,383 Fidelity Total Bond ETF shares in Q2 2026, an estimated $37.6M.
Fidelity Total Bond ETF made up 16.85% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #2 holding.
Henderson Brothers Financial Partners first reported a position in Fidelity Total Bond ETF in Q1 2025 and has held it in 3 quarters since.
Henderson Brothers Financial Partners's Fidelity Total Bond ETF position peaked at $73.3M in Q1 2026.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.