Regatta Research & Money Management’s Fidelity Total Bond ETF FBND Stock Holding History

Regatta Research & Money Management’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	$382K	Buy	+8,400	New	+$383K	0.36%	54

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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

Regatta Research & Money Management's FBND Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Fidelity Total Bond ETF (FBND) in Q2 2026: 8,400 shares worth $382K. The stake represents 0.36% of the portfolio and ranks #54 among its holdings.

678 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Regatta Research & Money Management held 8,400 shares of Fidelity Total Bond ETF worth $382K as of Q2 2026.
Fidelity Total Bond ETF was a new Regatta Research & Money Management position in Q2 2026.
Fidelity Total Bond ETF made up 0.36% of Regatta Research & Money Management's portfolio in Q2 2026, its #54 holding.
678 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.