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 Q2	$207K	Hold	4,549	–	–	0.01%	228
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 $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

Perfromance Wealth Partners's FBND Position: Q2 2026 in Review

Perfromance Wealth Partners held its Fidelity Total Bond ETF (FBND) position steady in Q2 2026 at 4,549 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #228.

Perfromance Wealth Partners first reported a position in FBND in Q3 2024 and has held it in 8 quarters since. The position peaked at $213K in Q3 2024. 791 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Perfromance Wealth Partners held 4,549 shares of Fidelity Total Bond ETF worth $207K as of Q2 2026.
Perfromance Wealth Partners left its Fidelity Total Bond ETF share count unchanged in Q2 2026.
Fidelity Total Bond ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #228 holding.
Perfromance Wealth Partners first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 8 quarters since.
Perfromance Wealth Partners's Fidelity Total Bond ETF position peaked at $213K in Q3 2024.
791 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.