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Investment Research Partners’s Fidelity Total Bond ETF FBND Stock Holding History

Investment Research 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 		$264K Buy
5,803
+214
+4% +$9.76K 0.09% 236
2026
Q1 		$255K Buy
+5,589
New +$258K 0.1% 203

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Investment Research Partners's FBND Position: Q2 2026 in Review

Investment Research Partners increased its Fidelity Total Bond ETF (FBND) stake by 3.8% in Q2 2026, buying an estimated $9.76K and bringing the position to 5,803 shares worth $264K. The position accounts for 0.09% of the portfolio, ranked #236.

Investment Research Partners first reported a position in FBND in Q1 2026 and has held it in 2 quarters since. 674 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Investment Research Partners held 5,803 shares of Fidelity Total Bond ETF worth $264K as of Q2 2026.
  • Investment Research Partners bought 214 Fidelity Total Bond ETF shares in Q2 2026, an estimated $9.76K.
  • Fidelity Total Bond ETF made up 0.09% of Investment Research Partners's portfolio in Q2 2026, its #236 holding.
  • Investment Research Partners first reported a position in Fidelity Total Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 674 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.