Ipsen Advisor Group’s Fidelity Total Bond ETF FBND Stock Holding History

Ipsen Advisor Group’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	$4.92M	Buy	108,249 +2,330	+2%	+$106K	3.17%	8
2026 Q1	$4.83M	Buy	105,919 +4,084	+4%	+$188K	3.38%	7
2025 Q4	$4.69M	Buy	101,835 +6,657	+7%	+$309K	3.33%	9
2025 Q3	$4.4M	Buy	95,178 +5,277	+6%	+$242K	3.17%	9
2025 Q2	$4.11M	Buy	89,901 +4,660	+5%	+$211K	3.13%	9
2025 Q1	$3.89M	Buy	85,241 +1,782	+2%	+$80.7K	3.35%	9
2024 Q4	$3.74M	Buy	+83,459	New	+$3.81M	3.2%	9

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

Ipsen Advisor Group's FBND Position: Q2 2026 in Review

Ipsen Advisor Group increased its Fidelity Total Bond ETF (FBND) stake by 2.2% in Q2 2026, buying an estimated $106K and bringing the position to 108,249 shares worth $4.92M. The position accounts for 3.17% of the portfolio, ranked #8.

Ipsen Advisor Group first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Ipsen Advisor Group held 108,249 shares of Fidelity Total Bond ETF worth $4.92M as of Q2 2026.
Ipsen Advisor Group bought 2,330 Fidelity Total Bond ETF shares in Q2 2026, an estimated $106K.
Fidelity Total Bond ETF made up 3.17% of Ipsen Advisor Group's portfolio in Q2 2026, its #8 holding.
Ipsen Advisor Group first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.