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

Jaffetilchin Investment 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
Q1 		$38.1M Buy
835,374
+830,845
+18,345% +$38.3M 2.27% 9
2025
Q4 		$209K Buy
+4,529
New +$210K 0.01% 442
2019
Q1 		– Sell
-14,877
Closed -$722K – 295
2018
Q4 		$722K Buy
+14,877
New +$717K 0.18% 84

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jaffetilchin Investment Partners's FBND Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Fidelity Total Bond ETF (FBND) stake by 18,345% in Q1 2026, buying an estimated $38.3M and bringing the position to 835,374 shares worth $38.1M. The position accounts for 2.27% of the portfolio, ranked #9.

Jaffetilchin Investment Partners first reported a position in FBND in Q4 2018 and has held it in 3 quarters since. 752 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Jaffetilchin Investment Partners held 835,374 shares of Fidelity Total Bond ETF worth $38.1M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 830,845 Fidelity Total Bond ETF shares in Q1 2026, an estimated $38.3M.
  • Fidelity Total Bond ETF made up 2.27% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #9 holding.
  • Jaffetilchin Investment Partners first reported a position in Fidelity Total Bond ETF in Q4 2018 and has held it in 3 quarters since.
  • 752 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.