Perfromance Wealth Partners’s Fidelity Total Bond ETF FBND Stock Holding History

Perfromance Wealth 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	$208K	Hold	4,549	–	–	0.01%	204
2025 Q4	$209K	Hold	4,549	–	–	0.01%	193
2025 Q3	$210K	Hold	4,549	–	–	0.01%	196
2025 Q2	$208K	Hold	4,549	–	–	0.01%	183
2025 Q1	$208K	Hold	4,549	–	–	0.01%	165
2024 Q4	$204K	Hold	4,549	–	–	0.01%	176
2024 Q3	$213K	Buy	+4,549	New	+$210K	0.01%	181

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

Perfromance Wealth Partners's FBND Position: Q1 2026 in Review

Perfromance Wealth Partners held its Fidelity Total Bond ETF (FBND) position steady in Q1 2026 at 4,549 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #204.

Perfromance Wealth Partners first reported a position in FBND in Q3 2024 and has held it in 7 quarters since. The position peaked at $213K in Q3 2024. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Perfromance Wealth Partners held 4,549 shares of Fidelity Total Bond ETF worth $208K as of Q1 2026.
Perfromance Wealth Partners left its Fidelity Total Bond ETF share count unchanged in Q1 2026.
Fidelity Total Bond ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #204 holding.
Perfromance Wealth Partners first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 7 quarters since.
Perfromance Wealth Partners's Fidelity Total Bond ETF position peaked at $213K in Q3 2024.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.