Permanent Capital Management’s Fidelity Total Bond ETF FBND Stock Holding History

Permanent Capital Management’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	$362K	Hold	7,942	–	–	0.06%	100
2025 Q4	$368K	Hold	7,942	–	–	0.07%	97
2025 Q3	$369K	Buy	+7,942	New	+$365K	0.07%	99
2025 Q1	$364K	Buy	+7,942	New	+$360K	0.1%	43
2024 Q2	$365K	Buy	+7,942	New	+$356K	0.08%	99

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Permanent Capital Management's FBND Position: Q1 2026 in Review

Permanent Capital Management held its Fidelity Total Bond ETF (FBND) position steady in Q1 2026 at 7,942 shares worth $362K. The position accounts for 0.06% of the portfolio, ranked #100.

Permanent Capital Management first reported a position in FBND in Q2 2024 and has held it in 5 quarters since. The position peaked at $369K in Q3 2025. 754 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Permanent Capital Management held 7,942 shares of Fidelity Total Bond ETF worth $362K as of Q1 2026.
Permanent Capital Management left its Fidelity Total Bond ETF share count unchanged in Q1 2026.
Fidelity Total Bond ETF made up 0.06% of Permanent Capital Management's portfolio in Q1 2026, its #100 holding.
Permanent Capital Management first reported a position in Fidelity Total Bond ETF in Q2 2024 and has held it in 5 quarters since.
Permanent Capital Management's Fidelity Total Bond ETF position peaked at $369K in Q3 2025.
754 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Permanent Capital Management's 13F filing for Q1 2026, filed 14 May 2026.