Madison Wealth Partners’s Fidelity Total Bond ETF FBND Stock Holding History

Madison Wealth 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	$5.01M	Sell	109,810 -1,933	-2%	-$89.1K	0.8%	21
2025 Q4	$5.14M	Buy	111,743 +2,981	+3%	+$138K	0.94%	19
2025 Q3	$5.03M	Sell	108,762 -24,914	-19%	-$1.14M	0.99%	17
2025 Q2	$6.12M	Buy	133,676 +10,945	+9%	+$495K	1.33%	15
2025 Q1	$5.6M	Sell	122,731 -12,186	-9%	-$552K	1.38%	15
2024 Q4	$6.05M	Buy	134,917 +31,777	+31%	+$1.45M	1.69%	12
2024 Q3	$4.82M	Buy	103,140 +4,482	+5%	+$207K	1.43%	15
2024 Q2	$4.43M	Buy	98,658 +8,129	+9%	+$364K	1.52%	14
2024 Q1	$4.1M	Buy	90,529 +23,857	+36%	+$1.08M	1.48%	15
2023 Q4	$3.07M	Buy	66,672 +25,888	+63%	+$1.14M	1.22%	15
2023 Q3	$1.78M	Buy	40,784 +35,447	+664%	+$1.59M	0.9%	20
2023 Q2	$242K	Buy	+5,337	New	+$244K	0.11%	81

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Madison Wealth Partners's FBND Position: Q1 2026 in Review

Madison Wealth Partners reduced its Fidelity Total Bond ETF (FBND) stake by 1.7% in Q1 2026, selling an estimated $89.1K and leaving 109,810 shares worth $5.01M. The position accounts for 0.8% of the portfolio, ranked #21.

Madison Wealth Partners first reported a position in FBND in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.12M in Q2 2025. 752 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Madison Wealth Partners held 109,810 shares of Fidelity Total Bond ETF worth $5.01M as of Q1 2026.
Madison Wealth Partners sold 1,933 Fidelity Total Bond ETF shares in Q1 2026, an estimated $89.1K.
Fidelity Total Bond ETF made up 0.8% of Madison Wealth Partners's portfolio in Q1 2026, its #21 holding.
Madison Wealth Partners first reported a position in Fidelity Total Bond ETF in Q2 2023 and has held it in 12 quarters since.
Madison Wealth Partners's Fidelity Total Bond ETF position peaked at $6.12M in Q2 2025.
752 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.