Interchange Capital Partners’s Fidelity Total Bond ETF FBND Stock Holding History

Interchange Capital 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	$2.19M	Buy	48,060 +8,116	+20%	+$370K	0.41%	55
2026 Q1	$1.82M	Sell	39,944 -6,928	-15%	-$319K	0.58%	42
2025 Q4	$2.16M	Buy	46,872 +6,249	+15%	+$290K	0.4%	53
2025 Q3	$1.88M	Sell	40,623 -219	-0.5%	-$10.1K	0.37%	55
2025 Q2	$1.87M	Buy	40,842 +898	+2%	+$40.6K	0.43%	45
2025 Q1	$1.82M	Sell	39,944 -2,962	-7%	-$134K	0.51%	41
2024 Q4	$1.77M	Sell	42,906 -14	-0%	-$640	0.64%	40
2024 Q3	$2.01M	Sell	42,920 -1,636	-4%	-$75.6K	0.71%	38
2024 Q2	$2M	Buy	44,556 +10,597	+31%	+$475K	0.73%	34
2024 Q1	$1.55M	Buy	33,959 +5,751	+20%	+$261K	1.04%	23
2023 Q4	$1.34M	Buy	28,208 +9,331	+49%	+$412K	1%	22
2023 Q3	$822K	Buy	18,877 +1,505	+9%	+$67.3K	0.65%	39
2023 Q2	$789K	Sell	17,372 -8,696	-33%	-$398K	0.6%	39
2023 Q1	$1.2M	Buy	26,068 +15,729	+152%	+$721K	0.65%	38
2022 Q4	$465K	Buy	10,339 +5,622	+119%	+$252K	0.47%	53
2022 Q3	$209K	Buy	+4,717	New	+$220K	0.23%	137

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

Interchange Capital Partners's FBND Position: Q2 2026 in Review

Interchange Capital Partners increased its Fidelity Total Bond ETF (FBND) stake by 20% in Q2 2026, buying an estimated $370K and bringing the position to 48,060 shares worth $2.19M. The position accounts for 0.41% of the portfolio, ranked #55.

Interchange Capital Partners first reported a position in FBND in Q3 2022 and has held it in 16 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Interchange Capital Partners held 48,060 shares of Fidelity Total Bond ETF worth $2.19M as of Q2 2026.
Interchange Capital Partners bought 8,116 Fidelity Total Bond ETF shares in Q2 2026, an estimated $370K.
Fidelity Total Bond ETF made up 0.41% of Interchange Capital Partners's portfolio in Q2 2026, its #55 holding.
Interchange Capital Partners first reported a position in Fidelity Total Bond ETF in Q3 2022 and has held it in 16 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.