IAG Wealth Partners’s Fidelity Total Bond ETF FBND Stock Holding History

IAG Wealth 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	$29.2K	Hold	641	–	–	﹤0.01%	260
2025 Q4	$29.5K	Hold	641	–	–	﹤0.01%	256
2025 Q3	$29.6K	Hold	641	–	–	﹤0.01%	265
2025 Q2	$29.3K	Hold	641	–	–	﹤0.01%	247
2025 Q1	$29.3K	Sell	641 -1,797	-74%	-$81.4K	﹤0.01%	241
2024 Q4	$109K	Hold	2,438	–	–	0.02%	129
2024 Q3	$114K	Sell	2,438 -1,512	-38%	-$69.9K	0.02%	121
2024 Q2	$177K	Buy	+3,950	New	+$177K	0.04%	97

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

IAG Wealth Partners's FBND Position: Q1 2026 in Review

IAG Wealth Partners held its Fidelity Total Bond ETF (FBND) position steady in Q1 2026 at 641 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

IAG Wealth Partners first reported a position in FBND in Q2 2024 and has held it in 8 quarters since. The position peaked at $177K in Q2 2024. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

IAG Wealth Partners held 641 shares of Fidelity Total Bond ETF worth $29.2K as of Q1 2026.
IAG Wealth Partners left its Fidelity Total Bond ETF share count unchanged in Q1 2026.
Fidelity Total Bond ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #260 holding.
IAG Wealth Partners first reported a position in Fidelity Total Bond ETF in Q2 2024 and has held it in 8 quarters since.
IAG Wealth Partners's Fidelity Total Bond ETF position peaked at $177K in Q2 2024.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.