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

IHT 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	$5.95M	Sell	130,515 -41,203	-24%	-$1.9M	0.14%	154
2025 Q4	$7.91M	Buy	171,718 +49,273	+40%	+$2.29M	0.19%	108
2025 Q3	$5.66M	Buy	122,445 +13,949	+13%	+$640K	0.14%	145
2025 Q2	$4.96M	Buy	108,496 +92,450	+576%	+$4.18M	0.14%	153
2025 Q1	$733K	Buy	16,046 +356	+2%	+$16.1K	0.02%	556
2024 Q4	$704K	Buy	15,690 +5,737	+58%	+$262K	0.02%	564
2024 Q3	$465K	Buy	+9,953	New	+$460K	0.01%	744

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

IHT Wealth Management's FBND Position: Q1 2026 in Review

IHT Wealth Management reduced its Fidelity Total Bond ETF (FBND) stake by 24% in Q1 2026, selling an estimated $1.9M and leaving 130,515 shares worth $5.95M. The position accounts for 0.14% of the portfolio, ranked #154.

IHT Wealth Management first reported a position in FBND in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.91M in Q4 2025. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

IHT Wealth Management held 130,515 shares of Fidelity Total Bond ETF worth $5.95M as of Q1 2026.
IHT Wealth Management sold 41,203 Fidelity Total Bond ETF shares in Q1 2026, an estimated $1.9M.
Fidelity Total Bond ETF made up 0.14% of IHT Wealth Management's portfolio in Q1 2026, its #154 holding.
IHT Wealth Management first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 7 quarters since.
IHT Wealth Management's Fidelity Total Bond ETF position peaked at $7.91M in Q4 2025.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.