Money Concepts Capital’s Fidelity Total Bond ETF FBND Stock Holding History

Money Concepts Capital’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	$816K	Buy	17,881 +4,086	+30%	+$188K	0.05%	312
2025 Q4	$635K	Buy	13,795 +8,660	+169%	+$402K	0.04%	313
2025 Q3	$237K	Buy	+5,135	New	+$236K	0.01%	427
2023 Q1	–	Sell	-1,028	Closed	-$46.3K	–	1266
2022 Q4	$46.3K	Buy	+1,028	New	+$46.1K	﹤0.01%	1280
2022 Q2	–	Sell	-28	Closed	-$1K	–	1809
2022 Q1	$1K	Buy	+28	New	+$1.43K	﹤0.01%	2558

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

Money Concepts Capital's FBND Position: Q1 2026 in Review

Money Concepts Capital increased its Fidelity Total Bond ETF (FBND) stake by 30% in Q1 2026, buying an estimated $188K and bringing the position to 17,881 shares worth $816K. The position accounts for 0.05% of the portfolio, ranked #312.

Money Concepts Capital first reported a position in FBND in Q1 2022 and has held it in 5 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Money Concepts Capital held 17,881 shares of Fidelity Total Bond ETF worth $816K as of Q1 2026.
Money Concepts Capital bought 4,086 Fidelity Total Bond ETF shares in Q1 2026, an estimated $188K.
Fidelity Total Bond ETF made up 0.05% of Money Concepts Capital's portfolio in Q1 2026, its #312 holding.
Money Concepts Capital first reported a position in Fidelity Total Bond ETF in Q1 2022 and has held it in 5 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.