&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 Q2	$8.7M	Buy	188,102 +24,564	+15%	+$1.12M	0.04%	419
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 $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 22.96% 1-Year Est. Return

&Partners's FBND Position: Q2 2026 in Review

&Partners increased its Fidelity Total Bond ETF (FBND) stake by 15% in Q2 2026, buying an estimated $1.12M and bringing the position to 188,102 shares worth $8.7M. The position accounts for 0.04% of the portfolio, ranked #419.

&Partners first reported a position in FBND in Q4 2023 and has held it in 11 quarters since. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

&Partners held 188,102 shares of Fidelity Total Bond ETF worth $8.7M as of Q2 2026.
&Partners bought 24,564 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.12M.
Fidelity Total Bond ETF made up 0.04% of &Partners's portfolio in Q2 2026, its #419 holding.
&Partners first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 11 quarters since.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.