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 Q2	–	Sell	-7,942	Closed	-$362K	–	214
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 $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 22.9% 1-Year Est. Return

Permanent Capital Management's FBND Position: Q2 2026 in Review

Permanent Capital Management sold out of Fidelity Total Bond ETF (FBND) in Q2 2026, closing a stake of 7,942 shares — an estimated $362K sold.

Permanent Capital Management first reported a position in FBND in Q2 2024 and held it in 5 quarters. The position peaked at $369K in Q3 2025. 795 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Permanent Capital Management reported no remaining Fidelity Total Bond ETF position as of Q2 2026 after selling out during the quarter.
Permanent Capital Management sold 7,942 Fidelity Total Bond ETF shares in Q2 2026, an estimated $362K.
Permanent Capital Management first reported a position in Fidelity Total Bond ETF in Q2 2024 and held it in 5 quarters.
Permanent Capital Management's Fidelity Total Bond ETF position peaked at $369K in Q3 2025.
795 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Permanent Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.