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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
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 $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Root Financial Partners's FBND Position: Q1 2026 in Review

Root Financial Partners increased its Fidelity Total Bond ETF (FBND) stake by 285% in Q1 2026, buying an estimated $70.6K and bringing the position to 2,067 shares worth $94.3K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Root Financial Partners first reported a position in FBND in Q4 2025 and has held it in 2 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Root Financial Partners held 2,067 shares of Fidelity Total Bond ETF worth $94.3K as of Q1 2026.
  • Root Financial Partners bought 1,530 Fidelity Total Bond ETF shares in Q1 2026, an estimated $70.6K.
  • Fidelity Total Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #588 holding.
  • Root Financial Partners first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.