Ritholtz Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Ritholtz Wealth 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	$185M	Buy	4,066,886 +61,088	+2%	+$2.79M	2.76%	6
2026 Q1	$183M	Buy	4,005,798 +150,495	+4%	+$6.94M	3.17%	4
2025 Q4	$177M	Buy	3,855,303 +77,475	+2%	+$3.6M	3.24%	5
2025 Q3	$175M	Buy	3,777,828 +166,900	+5%	+$7.66M	3.4%	5
2025 Q2	$165M	Buy	3,610,928 +1,412,766	+64%	+$64M	3.65%	5
2025 Q1	$100M	Buy	2,198,162 +343,156	+18%	+$15.5M	3%	6
2024 Q4	$83.2M	Buy	1,855,006 +95,073	+5%	+$4.34M	2.44%	9
2024 Q3	$82.3M	Buy	1,759,933 +66,507	+4%	+$3.07M	2.48%	10
2024 Q2	$76.1M	Sell	1,693,426 -4,338	-0.3%	-$194K	2.51%	9
2024 Q1	$76.9M	Sell	1,697,764 -61,357	-3%	-$2.78M	2.65%	7
2023 Q4	$81M	Buy	1,759,121 +130,012	+8%	+$5.74M	3.14%	6
2023 Q3	$71M	Buy	+1,629,109	New	+$72.8M	3.19%	8

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 22.96% 1-Year Est. Return

Ritholtz Wealth Management's FBND Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 1.5% in Q2 2026, buying an estimated $2.79M and bringing the position to 4,066,886 shares worth $185M. The position accounts for 2.76% of the portfolio, ranked #6.

Ritholtz Wealth Management first reported a position in FBND in Q3 2023 and has held it in 12 quarters since. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Ritholtz Wealth Management held 4,066,886 shares of Fidelity Total Bond ETF worth $185M as of Q2 2026.
Ritholtz Wealth Management bought 61,088 Fidelity Total Bond ETF shares in Q2 2026, an estimated $2.79M.
Fidelity Total Bond ETF made up 2.76% of Ritholtz Wealth Management's portfolio in Q2 2026, its #6 holding.
Ritholtz Wealth Management first reported a position in Fidelity Total Bond ETF in Q3 2023 and has held it in 12 quarters since.
788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.