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

Riverpoint Wealth Management Holdings’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	$23.8M	Buy	522,603 +38,218	+8%	+$1.76M	5.07%	7
2025 Q4	$22.3M	Buy	484,385 +35,214	+8%	+$1.63M	4.79%	8
2025 Q3	$20.8M	Buy	449,171 +13,081	+3%	+$601K	4.56%	8
2025 Q2	$20M	Sell	436,090 -49,960	-10%	-$2.26M	4.69%	8
2025 Q1	$22.2M	Buy	486,050 +36,882	+8%	+$1.67M	5.73%	7
2024 Q4	$20.2M	Buy	449,168 +88,820	+25%	+$4.06M	5.26%	8
2024 Q3	$16.8M	Buy	360,348 +25,892	+8%	+$1.2M	4.32%	8
2024 Q2	$15M	Buy	334,456 +36,794	+12%	+$1.65M	4.17%	8
2024 Q1	$13.5M	Buy	297,662 +20,099	+7%	+$912K	3.75%	8
2023 Q4	$12.8M	Buy	277,563 +10,861	+4%	+$479K	3.76%	8
2023 Q3	$11.6M	Buy	266,702 +3,825	+1%	+$171K	3.83%	9
2023 Q2	$11.9M	Buy	+262,877	New	+$12M	3.79%	9

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

Riverpoint Wealth Management Holdings's FBND Position: Q1 2026 in Review

Riverpoint Wealth Management Holdings increased its Fidelity Total Bond ETF (FBND) stake by 7.9% in Q1 2026, buying an estimated $1.76M and bringing the position to 522,603 shares worth $23.8M. The position accounts for 5.07% of the portfolio, ranked #7.

Riverpoint Wealth Management Holdings first reported a position in FBND in Q2 2023 and has held it in 12 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Riverpoint Wealth Management Holdings held 522,603 shares of Fidelity Total Bond ETF worth $23.8M as of Q1 2026.
Riverpoint Wealth Management Holdings bought 38,218 Fidelity Total Bond ETF shares in Q1 2026, an estimated $1.76M.
Fidelity Total Bond ETF made up 5.07% of Riverpoint Wealth Management Holdings's portfolio in Q1 2026, its #7 holding.
Riverpoint Wealth Management Holdings first reported a position in Fidelity Total Bond ETF in Q2 2023 and has held it in 12 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2026, filed 4 May 2026.