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Root Financial Partners’s Fidelity Total Bond ETF FBND Stock Holding History

Root Financial 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
Q2 		– Sell
-2,067
Closed -$94.3K – 1324
2026
Q1 		$94.3K Buy
2,067
+1,530
+285% +$70.6K ﹤0.01% 588
2025
Q4 		$24.7K Buy
+537
New +$24.9K ﹤0.01% 1069

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

Root Financial Partners's FBND Position: Q2 2026 in Review

Root Financial Partners sold out of Fidelity Total Bond ETF (FBND) in Q2 2026, closing a stake of 2,067 shares — an estimated $94.3K sold.

Root Financial Partners first reported a position in FBND in Q4 2025 and held it in 2 quarters. The position peaked at $94.3K in Q1 2026. 793 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Root Financial Partners reported no remaining Fidelity Total Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,067 Fidelity Total Bond ETF shares in Q2 2026, an estimated $94.3K.
  • Root Financial Partners first reported a position in Fidelity Total Bond ETF in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Fidelity Total Bond ETF position peaked at $94.3K in Q1 2026.
  • 793 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.