ORG Partners’s Fidelity Total Bond ETF FBND Stock Holding History

ORG Partners’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
2025 Q4	$1.55M	Buy	33,559 +3,996	+14%	+$185K	0.27%	77
2025 Q3	$1.47M	Sell	29,563 -1,871	-6%	-$85.9K	0.27%	83
2025 Q2	$1.44M	Buy	31,434 +15,106	+93%	+$684K	0.31%	74
2025 Q1	$747K	Sell	16,328 -26,972	-62%	-$1.22M	0.18%	102
2024 Q4	$1.94M	Buy	43,300 +3,892	+10%	+$178K	0.26%	68
2024 Q3	$1.84M	Buy	39,408 +36,408	+1,214%	+$1.68M	0.29%	65
2024 Q2	$134K	Buy	+3,000	New	+$134K	0.02%	515

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ORG Partners's FBND Position: Q4 2025 in Review

ORG Partners increased its Fidelity Total Bond ETF (FBND) stake by 14% in Q4 2025, buying an estimated $185K and bringing the position to 33,559 shares worth $1.55M. The position accounts for 0.27% of the portfolio, ranked #77.

ORG Partners first reported a position in FBND in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.94M in Q4 2024. 727 funds tracked by Wall St. Rank hold FBND as of Q4 2025.

ORG Partners held 33,559 shares of Fidelity Total Bond ETF worth $1.55M as of Q4 2025.
ORG Partners bought 3,996 Fidelity Total Bond ETF shares in Q4 2025, an estimated $185K.
Fidelity Total Bond ETF made up 0.27% of ORG Partners's portfolio in Q4 2025, its #77 holding.
ORG Partners first reported a position in Fidelity Total Bond ETF in Q2 2024 and has held it in 7 quarters since.
ORG Partners's Fidelity Total Bond ETF position peaked at $1.94M in Q4 2024.
727 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.