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 Q1	$491K	Buy	+10,755	New	+$496K	3.88%	13

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

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

Immaculate Wealth Management opened a new position in Fidelity Total Bond ETF (FBND) in Q1 2026: 10,755 shares worth $491K. The stake represents 3.88% of the portfolio and ranks #13 among its holdings.

751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Immaculate Wealth Management held 10,755 shares of Fidelity Total Bond ETF worth $491K as of Q1 2026.
Fidelity Total Bond ETF was a new Immaculate Wealth Management position in Q1 2026.
Fidelity Total Bond ETF made up 3.88% of Immaculate Wealth Management's portfolio in Q1 2026, its #13 holding.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Immaculate Wealth Management's 13F filing for Q1 2026, filed 29 May 2026.