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AFFINITY WEALTH LLC’s Fidelity Total Bond ETF FBND Stock Holding History

AFFINITY WEALTH LLC’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 		– Sell
-9
Closed -$414 – 37
2025
Q4 		$414 Sell
9
-1
-10% -$46 ﹤0.01% 69
2025
Q3 		$462 Sell
10
-5
-33% -$230 ﹤0.01% 49
2025
Q2 		$686 Buy
+15
New +$679 ﹤0.01% 61

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AFFINITY WEALTH LLC's FBND Position: Q1 2026 in Review

AFFINITY WEALTH LLC sold out of Fidelity Total Bond ETF (FBND) in Q1 2026, closing a stake of 9 shares — an estimated $414 sold.

AFFINITY WEALTH LLC first reported a position in FBND in Q2 2025 and held it in 3 quarters. The position peaked at $686 in Q2 2025. 755 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • AFFINITY WEALTH LLC reported no remaining Fidelity Total Bond ETF position as of Q1 2026 after selling out during the quarter.
  • AFFINITY WEALTH LLC sold 9 Fidelity Total Bond ETF shares in Q1 2026, an estimated $414.
  • AFFINITY WEALTH LLC first reported a position in Fidelity Total Bond ETF in Q2 2025 and held it in 3 quarters.
  • AFFINITY WEALTH LLC's Fidelity Total Bond ETF position peaked at $686 in Q2 2025.
  • 755 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on AFFINITY WEALTH LLC's 13F filing for Q1 2026, filed 26 Aug 2026.