NRI
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NFP Retirement Inc’s Fidelity Total Bond ETF FBND Stock Holding History

NFP Retirement Inc’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 		$32M Buy
702,477
+24,710
+4% +$1.13M 1.75% 14
2026
Q1 		$30.9M Buy
677,767
+33,895
+5% +$1.56M 1.85% 11
2025
Q4 		$29.6M Buy
643,872
+77,111
+14% +$3.58M 1.8% 12
2025
Q3 		$26.2M Buy
566,761
+38,585
+7% +$1.77M 1.67% 13
2025
Q2 		$24.2M Sell
528,176
-61,576
-10% -$2.79M 1.6% 14
2025
Q1 		$26.9M Buy
589,752
+38,197
+7% +$1.73M 2.13% 10
2024
Q4 		$24.7M Buy
551,555
+112,259
+26% +$5.13M 1.95% 11
2024
Q3 		$20.5M Sell
439,296
-8,800
-2% -$407K 1.66% 11
2024
Q2 		$20.1M Buy
448,096
+20,451
+5% +$916K 1.69% 11
2024
Q1 		$19.4M Buy
427,645
+56,771
+15% +$2.58M 1.67% 11
2023
Q4 		$17.1M Buy
370,874
+33,738
+10% +$1.49M 2.89% 7
2023
Q3 		$14.7M Sell
337,136
-11,532
-3% -$516K 2.81% 7
2023
Q2 		$15.8M Buy
348,668
+26,048
+8% +$1.19M 2.95% 7
2023
Q1 		$14.8M Buy
322,620
+22,783
+8% +$1.04M 2.95% 6
2022
Q4 		$13.5M Buy
299,837
+19,170
+7% +$860K 2.96% 5
2022
Q3 		$12.5M Buy
280,667
+31,806
+13% +$1.49M 3.07% 4
2022
Q2 		$11.6M Sell
248,861
-10,399
-4% -$495K 2.93% 5
2022
Q1 		$12.9M Buy
259,260
+23,945
+10% +$1.22M 3.05% 6
2021
Q4 		$12.5M Buy
235,315
+12,846
+6% +$682K 4.46% 5
2021
Q3 		$11.8M Buy
222,469
+943
+0.4% +$50.6K 4.81% 5
2021
Q2 		$11.8M Buy
221,526
+123,706
+126% +$6.55M 4.56% 5
2021
Q1 		$5.13M Buy
97,820
+19,119
+24% +$1.02M 2.23% 13
2020
Q4 		$4.27M Buy
78,701
+16,404
+26% +$895K 2.64% 8
2020
Q3 		$3.4M Buy
62,297
+31,494
+102% +$1.73M 2.24% 10
2020
Q2 		$1.66M Buy
30,803
+5,354
+21% +$285K 1.22% 21
2020
Q1 		$1.32M Sell
25,449
-584
-2% -$30.2K 1.29% 21
2019
Q4 		$1.35M Buy
+26,033
New +$1.35M 1.25% 24

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
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NFP Retirement Inc's FBND Position: Q2 2026 in Review

NFP Retirement Inc increased its Fidelity Total Bond ETF (FBND) stake by 3.6% in Q2 2026, buying an estimated $1.13M and bringing the position to 702,477 shares worth $32M. The position accounts for 1.75% of the portfolio, ranked #14.

NFP Retirement Inc first reported a position in FBND in Q4 2019 and has held it in 27 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • NFP Retirement Inc held 702,477 shares of Fidelity Total Bond ETF worth $32M as of Q2 2026.
  • NFP Retirement Inc bought 24,710 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.13M.
  • Fidelity Total Bond ETF made up 1.75% of NFP Retirement Inc's portfolio in Q2 2026, its #14 holding.
  • NFP Retirement Inc first reported a position in Fidelity Total Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • 789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.