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

Insight 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
Q2 		$8.91M Sell
195,769
-57,170
-23% -$2.61M 1.2% 7
2026
Q1 		$11.5M Buy
252,939
+15,130
+6% +$698K 1.62% 6
2025
Q4 		$10.9M Buy
237,809
+11,038
+5% +$512K 1.5% 6
2025
Q3 		$10.5M Buy
226,771
+33,822
+18% +$1.55M 3.19% 6
2025
Q2 		$8.83M Buy
192,949
+5,588
+3% +$253K 3.43% 5
2025
Q1 		$8.55M Buy
187,361
+2,966
+2% +$134K 1.42% 5
2024
Q4 		$8.27M Buy
184,395
+18,853
+11% +$862K 1.13% 5
2024
Q3 		$7.74M Buy
165,542
+10,470
+7% +$484K 1.53% 8
2024
Q2 		$6.97M Buy
155,072
+3,875
+3% +$174K 1.21% 7
2024
Q1 		$6.85M Buy
151,197
+26,697
+21% +$1.21M 1.18% 6
2023
Q4 		$5.73M Buy
124,500
+3,614
+3% +$159K 0.99% 8
2023
Q3 		$5.27M Buy
120,886
+3,871
+3% +$173K 1.02% 6
2023
Q2 		$5.31M Sell
117,015
-7,150
-6% -$327K 1.23% 7
2023
Q1 		$5.71M Buy
124,165
+2,178
+2% +$99.8K 1.28% 6
2022
Q4 		$5.49M Buy
121,987
+42,798
+54% +$1.92M 4.11% 7
2022
Q3 		$3.52M Sell
79,189
-47,615
-38% -$2.22M 3.32% 9
2022
Q2 		$5.9M Buy
126,804
+894
+0.7% +$42.6K 4.43% 5
2022
Q1 		$6.27M Sell
125,910
-86,837
-41% -$4.44M 3.48% 6
2021
Q4 		$11.3M Buy
212,747
+26,366
+14% +$1.4M 2.11% 7
2021
Q3 		$9.9M Buy
186,381
+3,705
+2% +$199K 5.31% 6
2021
Q2 		$9.74M Buy
182,676
+8,682
+5% +$460K 5.19% 7
2021
Q1 		$9.12M Buy
173,994
+70,342
+68% +$3.75M 4.49% 6
2020
Q4 		$5.62M Buy
103,652
+61,827
+148% +$3.37M 3.44% 7
2020
Q3 		$2.29M Sell
41,825
-50,787
-55% -$2.79M 2.18% 15
2020
Q2 		$5M Buy
92,612
+7,331
+9% +$390K 5.13% 3
2020
Q1 		$4.41M Buy
85,281
+37,310
+78% +$1.93M 5.75% 4
2019
Q4 		$2.48M Buy
+47,971
New +$2.48M 2.46% 9

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Insight Wealth Partners's FBND Position: Q2 2026 in Review

Insight Wealth Partners reduced its Fidelity Total Bond ETF (FBND) stake by 23% in Q2 2026, selling an estimated $2.61M and leaving 195,769 shares worth $8.91M. The position accounts for 1.2% of the portfolio, ranked #7.

Insight Wealth Partners first reported a position in FBND in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.5M in Q1 2026. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Insight Wealth Partners held 195,769 shares of Fidelity Total Bond ETF worth $8.91M as of Q2 2026.
  • Insight Wealth Partners sold 57,170 Fidelity Total Bond ETF shares in Q2 2026, an estimated $2.61M.
  • Fidelity Total Bond ETF made up 1.2% of Insight Wealth Partners's portfolio in Q2 2026, its #7 holding.
  • Insight Wealth Partners first reported a position in Fidelity Total Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Insight Wealth Partners's Fidelity Total Bond ETF position peaked at $11.5M in Q1 2026.
  • 792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.