Meriwether Wealth & Planning’s Fidelity Total Bond ETF FBND Stock Holding History

Meriwether Wealth & Planning’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	$18.3M	Buy	402,883 +7,295	+2%	+$333K	9.09%	3
2026 Q1	$18M	Buy	395,588 +33,171	+9%	+$1.53M	9.89%	3
2025 Q4	$16.7M	Buy	362,417 +7,365	+2%	+$342K	9.41%	3
2025 Q3	$16.4M	Buy	355,052 +9,860	+3%	+$453K	9.51%	3
2025 Q2	$15.8M	Sell	345,192 -2,500	-0.7%	-$113K	9.9%	3
2025 Q1	$15.9M	Buy	347,692 +35,622	+11%	+$1.61M	10.36%	3
2024 Q4	$14M	Buy	+312,070	New	+$14.3M	9.97%	3

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

Meriwether Wealth & Planning's FBND Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Fidelity Total Bond ETF (FBND) stake by 1.8% in Q2 2026, buying an estimated $333K and bringing the position to 402,883 shares worth $18.3M. The position accounts for 9.09% of the portfolio, ranked #3.

Meriwether Wealth & Planning first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Meriwether Wealth & Planning held 402,883 shares of Fidelity Total Bond ETF worth $18.3M as of Q2 2026.
Meriwether Wealth & Planning bought 7,295 Fidelity Total Bond ETF shares in Q2 2026, an estimated $333K.
Fidelity Total Bond ETF made up 9.09% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #3 holding.
Meriwether Wealth & Planning first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.