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

&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
2026 Q1	$7.52M	Buy	163,538 +51,937	+47%	+$2.4M	0.04%	414
2025 Q4	$5.16M	Buy	111,601 +73,144	+190%	+$3.39M	0.03%	482
2025 Q3	$1.8M	Buy	38,457 +6,164	+19%	+$283K	0.01%	805
2025 Q2	$1.55M	Sell	32,293 -6,303	-16%	-$285K	0.01%	773
2025 Q1	$1.76M	Sell	38,596 -17,835	-32%	-$808K	0.02%	595
2024 Q4	$2.53M	Sell	56,431 -2,640	-4%	-$121K	0.03%	422
2024 Q3	$2.76M	Sell	59,071 -1,882	-3%	-$87K	0.05%	305
2024 Q2	$2.74M	Buy	60,953 +4,402	+8%	+$197K	0.12%	175
2024 Q1	$2.56M	Buy	56,551 +19,971	+55%	+$906K	0.35%	57
2023 Q4	$1.83M	Buy	+36,580	New	+$1.61M	0.45%	57

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

&Partners's FBND Position: Q1 2026 in Review

&Partners increased its Fidelity Total Bond ETF (FBND) stake by 47% in Q1 2026, buying an estimated $2.4M and bringing the position to 163,538 shares worth $7.52M. The position accounts for 0.04% of the portfolio, ranked #414.

&Partners first reported a position in FBND in Q4 2023 and has held it in 10 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

&Partners held 163,538 shares of Fidelity Total Bond ETF worth $7.52M as of Q1 2026.
&Partners bought 51,937 Fidelity Total Bond ETF shares in Q1 2026, an estimated $2.4M.
Fidelity Total Bond ETF made up 0.04% of &Partners's portfolio in Q1 2026, its #414 holding.
&Partners first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 10 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.