Parcion Private Wealth’s Fidelity Total Bond ETF FBND Stock Holding History

Parcion Private Wealth’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	$7.7M	Buy	169,200 +5,372	+3%	+$245K	0.43%	48
2026 Q1	$7.47M	Buy	163,828 +3,433	+2%	+$158K	0.46%	42
2025 Q4	$7.38M	Buy	160,395 +5,693	+4%	+$264K	0.45%	45
2025 Q3	$7.15M	Buy	154,702 +2,080	+1%	+$95.5K	0.45%	46
2025 Q2	$6.98M	Buy	152,622 +8,310	+6%	+$376K	0.5%	43
2025 Q1	$6.59M	Buy	144,312 +8,190	+6%	+$371K	0.54%	45
2024 Q4	$6.11M	Buy	136,122 +5,098	+4%	+$233K	0.47%	54
2024 Q3	$6.12M	Sell	131,024 -30,546	-19%	-$1.41M	0.51%	44
2024 Q2	$7.26M	Buy	161,570 +10,157	+7%	+$455K	0.66%	30
2024 Q1	$6.86M	Buy	151,413 +4,779	+3%	+$217K	0.6%	34
2023 Q4	$6.75M	Buy	+146,634	New	+$6.47M	0.62%	35

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Parcion Private Wealth's FBND Position: Q2 2026 in Review

Parcion Private Wealth increased its Fidelity Total Bond ETF (FBND) stake by 3.3% in Q2 2026, buying an estimated $245K and bringing the position to 169,200 shares worth $7.7M. The position accounts for 0.43% of the portfolio, ranked #48.

Parcion Private Wealth first reported a position in FBND in Q4 2023 and has held it in 11 quarters since. 795 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Parcion Private Wealth held 169,200 shares of Fidelity Total Bond ETF worth $7.7M as of Q2 2026.
Parcion Private Wealth bought 5,372 Fidelity Total Bond ETF shares in Q2 2026, an estimated $245K.
Fidelity Total Bond ETF made up 0.43% of Parcion Private Wealth's portfolio in Q2 2026, its #48 holding.
Parcion Private Wealth first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 11 quarters since.
795 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.