Jeter Robert S II’s Fidelity Total Bond ETF FBND Stock Holding History

Jeter Robert S II’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	$6.38M	Buy	141,085 +2,837	+2%	+$129K	6.12%	4
2026 Q1	$6.32M	Buy	+138,248	New	+$6.38M	6.3%	4

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

Jeter Robert S II's FBND Position: Q2 2026 in Review

Jeter Robert S II increased its Fidelity Total Bond ETF (FBND) stake by 2.1% in Q2 2026, buying an estimated $129K and bringing the position to 141,085 shares worth $6.38M. The position accounts for 6.12% of the portfolio, ranked #4.

Jeter Robert S II first reported a position in FBND in Q1 2026 and has held it in 2 quarters since. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Jeter Robert S II held 141,085 shares of Fidelity Total Bond ETF worth $6.38M as of Q2 2026.
Jeter Robert S II bought 2,837 Fidelity Total Bond ETF shares in Q2 2026, an estimated $129K.
Fidelity Total Bond ETF made up 6.12% of Jeter Robert S II's portfolio in Q2 2026, its #4 holding.
Jeter Robert S II first reported a position in Fidelity Total Bond ETF in Q1 2026 and has held it in 2 quarters since.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Jeter Robert S II's 13F filing for Q2 2026, filed 14 Jul 2026.