McCarter Private Wealth Services’s Fidelity Total Bond ETF FBND Stock Holding History

McCarter Private Wealth Services’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	$7.84M	Buy	+172,299	New	+$7.86M	2.7%	3
2025 Q2	–	Sell	-94,783	Closed	-$4.33M	–	119
2025 Q1	$4.33M	Buy	+94,783	New	+$4.29M	2.83%	8

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

McCarter Private Wealth Services's FBND Position: Q2 2026 in Review

McCarter Private Wealth Services opened a new position in Fidelity Total Bond ETF (FBND) in Q2 2026: 172,299 shares worth $7.84M. The stake represents 2.7% of the portfolio and ranks #3 among its holdings. This is a return to the name: McCarter Private Wealth Services previously reported a position in FBND as recently as Q1 2025.

McCarter Private Wealth Services first reported a position in FBND in Q1 2025 and has held it in 2 quarters since. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

McCarter Private Wealth Services held 172,299 shares of Fidelity Total Bond ETF worth $7.84M as of Q2 2026.
Fidelity Total Bond ETF was a new McCarter Private Wealth Services position in Q2 2026.
Fidelity Total Bond ETF made up 2.7% of McCarter Private Wealth Services's portfolio in Q2 2026, its #3 holding.
McCarter Private Wealth Services first reported a position in Fidelity Total Bond ETF in Q1 2025 and has held it in 2 quarters since.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.