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Regatta Capital Group’s Fidelity Total Bond ETF FBND Stock Holding History

Regatta Capital Group’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 		$607K Buy
13,341
+4
+0% +$182 0.08% 129
2026
Q1 		$608K Sell
13,337
-512
-4% -$23.6K 0.09% 123
2025
Q4 		$638K Buy
13,849
+4
+0% +$186 0.1% 124
2025
Q3 		$640K Buy
13,845
+1,604
+13% +$73.6K 0.1% 121
2025
Q2 		$560K Sell
12,241
-995
-8% -$45K 0.1% 128
2025
Q1 		$604K Sell
13,236
-6
-0% -$272 0.12% 108
2024
Q4 		$594K Sell
13,242
-471
-3% -$21.5K 0.12% 110
2024
Q3 		$641K Buy
13,713
+304
+2% +$14K 0.12% 104
2024
Q2 		$602K Sell
13,409
-1,567
-10% -$70.2K 0.13% 102
2024
Q1 		$679K Sell
14,976
-2,381
-14% -$108K 0.15% 95
2023
Q4 		$799K Sell
17,357
-1,340
-7% -$59.1K 0.21% 78
2023
Q3 		$814K Sell
18,697
-1,516
-8% -$67.8K 0.26% 75
2023
Q2 		$918K Buy
20,213
+3,887
+24% +$178K 0.29% 73
2023
Q1 		$735K Hold
16,326
– – 0.26% 84
2022
Q4 		$735K Sell
16,326
-216
-1% -$9.69K 0.26% 84
2022
Q3 		$770K Buy
16,542
+2,030
+14% +$94.8K 0.31% 80
2022
Q2 		$675K Sell
14,512
-1,536
-10% -$73.2K 0.32% 75
2022
Q1 		$799K Sell
16,048
-18,718
-54% -$957K 0.28% 83
2021
Q4 		$1.84M Buy
+34,766
New +$1.84M 0.64% 41

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Regatta Capital Group's FBND Position: Q2 2026 in Review

Regatta Capital Group increased its Fidelity Total Bond ETF (FBND) stake by 0.03% in Q2 2026, buying an estimated $182 and bringing the position to 13,341 shares worth $607K. The position accounts for 0.08% of the portfolio, ranked #129.

Regatta Capital Group first reported a position in FBND in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.84M in Q4 2021. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Regatta Capital Group held 13,341 shares of Fidelity Total Bond ETF worth $607K as of Q2 2026.
  • Regatta Capital Group bought 4 Fidelity Total Bond ETF shares in Q2 2026, an estimated $182.
  • Fidelity Total Bond ETF made up 0.08% of Regatta Capital Group's portfolio in Q2 2026, its #129 holding.
  • Regatta Capital Group first reported a position in Fidelity Total Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Regatta Capital Group's Fidelity Total Bond ETF position peaked at $1.84M in Q4 2021.
  • 789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

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