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Richard W. Paul & Associates’s Fidelity Total Bond ETF FBND Stock Holding History

Richard W. Paul & Associates’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 		$4.49M Buy
98,755
+2,155
+2% +$98.3K 1.37% 16
2026
Q1 		$4.41M Buy
+96,600
New +$4.45M 1.48% 16

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

Richard W. Paul & Associates's FBND Position: Q2 2026 in Review

Richard W. Paul & Associates increased its Fidelity Total Bond ETF (FBND) stake by 2.2% in Q2 2026, buying an estimated $98.3K and bringing the position to 98,755 shares worth $4.49M. The position accounts for 1.37% of the portfolio, ranked #16.

Richard W. Paul & Associates first reported a position in FBND in Q1 2026 and has held it in 2 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Richard W. Paul & Associates held 98,755 shares of Fidelity Total Bond ETF worth $4.49M as of Q2 2026.
  • Richard W. Paul & Associates bought 2,155 Fidelity Total Bond ETF shares in Q2 2026, an estimated $98.3K.
  • Fidelity Total Bond ETF made up 1.37% of Richard W. Paul & Associates's portfolio in Q2 2026, its #16 holding.
  • Richard W. Paul & Associates first reported a position in Fidelity Total Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.