Merkkuri Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Merkkuri Wealth Advisors’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	$7.75M	Sell	169,808 -3,696	-2%	-$170K	5.13%	2
2025 Q4	$7.99M	Buy	173,504 +54,203	+45%	+$2.52M	5.44%	2
2025 Q3	$5.52M	Buy	119,301 +9,050	+8%	+$416K	4%	4
2025 Q2	$5.04M	Buy	110,251 +4,855	+5%	+$220K	3.83%	4
2025 Q1	$4.81M	Sell	105,396 -9,292	-8%	-$421K	4.12%	3
2024 Q4	$5.15M	Buy	114,688 +10,384	+10%	+$475K	4.07%	5
2024 Q3	$4.88M	Buy	104,304 +15,250	+17%	+$705K	3.85%	6
2024 Q2	$4M	Buy	+89,054	New	+$3.99M	3.68%	7

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 $374B AUM 17.66% 1-Year Est. Return

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

Merkkuri Wealth Advisors's FBND Position: Q1 2026 in Review

Merkkuri Wealth Advisors reduced its Fidelity Total Bond ETF (FBND) stake by 2.1% in Q1 2026, selling an estimated $170K and leaving 169,808 shares worth $7.75M. The position accounts for 5.13% of the portfolio, ranked #2.

Merkkuri Wealth Advisors first reported a position in FBND in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.99M in Q4 2025. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Merkkuri Wealth Advisors held 169,808 shares of Fidelity Total Bond ETF worth $7.75M as of Q1 2026.
Merkkuri Wealth Advisors sold 3,696 Fidelity Total Bond ETF shares in Q1 2026, an estimated $170K.
Fidelity Total Bond ETF made up 5.13% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #2 holding.
Merkkuri Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q2 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's Fidelity Total Bond ETF position peaked at $7.99M in Q4 2025.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.