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

Immaculate 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	$497K	Buy	10,931 +176	+2%	+$8.03K	3.37%	14
2026 Q1	$491K	Buy	+10,755	New	+$496K	3.88%	13

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

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

Immaculate Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 1.6% in Q2 2026, buying an estimated $8.03K and bringing the position to 10,931 shares worth $497K. The position accounts for 3.37% of the portfolio, ranked #14.

Immaculate Wealth Management first reported a position in FBND in Q1 2026 and has held it in 2 quarters since. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Immaculate Wealth Management held 10,931 shares of Fidelity Total Bond ETF worth $497K as of Q2 2026.
Immaculate Wealth Management bought 176 Fidelity Total Bond ETF shares in Q2 2026, an estimated $8.03K.
Fidelity Total Bond ETF made up 3.37% of Immaculate Wealth Management's portfolio in Q2 2026, its #14 holding.
Immaculate Wealth Management first reported a position in Fidelity Total Bond ETF in Q1 2026 and has held it in 2 quarters since.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Immaculate Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.