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

Quotient 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	$297M	Buy	6,501,284 +1,609,056	+33%	+$74.2M	7.81%	3
2025 Q4	$225M	Buy	4,892,228 +1,393,081	+40%	+$64.6M	5.99%	4
2025 Q3	$162M	Buy	3,499,147 +212,582	+6%	+$9.76M	4.43%	8
2025 Q2	$150M	Buy	3,286,565 +105,134	+3%	+$4.76M	4.42%	8
2025 Q1	$145M	Buy	3,181,431 +2,131,128	+203%	+$96.5M	4.64%	8
2024 Q4	$47.1M	Buy	1,050,303 +24,811	+2%	+$1.13M	1.54%	18
2024 Q3	$47.9M	Buy	1,025,492 +39,729	+4%	+$1.84M	1.58%	18
2024 Q2	$44.3M	Buy	+985,763	New	+$44.2M	1.55%	18

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

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

Quotient Wealth Partners increased its Fidelity Total Bond ETF (FBND) stake by 33% in Q1 2026, buying an estimated $74.2M and bringing the position to 6,501,284 shares worth $297M. The position accounts for 7.81% of the portfolio, ranked #3.

Quotient Wealth Partners first reported a position in FBND in Q2 2024 and has held it in 8 quarters since. 752 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Quotient Wealth Partners held 6,501,284 shares of Fidelity Total Bond ETF worth $297M as of Q1 2026.
Quotient Wealth Partners bought 1,609,056 Fidelity Total Bond ETF shares in Q1 2026, an estimated $74.2M.
Fidelity Total Bond ETF made up 7.81% of Quotient Wealth Partners's portfolio in Q1 2026, its #3 holding.
Quotient Wealth Partners first reported a position in Fidelity Total Bond ETF in Q2 2024 and has held it in 8 quarters since.
752 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.