Sagespring Wealth Partners’s Fidelity Total Bond ETF FBND Stock Holding History

Sagespring Wealth 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	$122M	Sell	2,671,846 -7,509,343	-74%	-$346M	2.22%	11
2025 Q4	$151M	Buy	10,181,189 +311,221	+3%	+$14.4M	2.74%	10
2025 Q3	$137M	Buy	9,869,968 +136,223	+1%	+$6.25M	2.69%	8
2025 Q2	$130M	Buy	9,733,745 +177,177	+2%	+$8.02M	2.79%	8
2025 Q1	$121M	Buy	9,556,568 +746,666	+8%	+$33.8M	3.06%	9
2024 Q4	$86M	Buy	+8,809,902	New	+$403M	2.27%	12

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

Sagespring Wealth Partners's FBND Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Fidelity Total Bond ETF (FBND) stake by 74% in Q1 2026, selling an estimated $346M and leaving 2,671,846 shares worth $122M. The position accounts for 2.22% of the portfolio, ranked #11.

Sagespring Wealth Partners first reported a position in FBND in Q4 2024 and has held it in 6 quarters since. The position peaked at $151M in Q4 2025. 752 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Sagespring Wealth Partners held 2,671,846 shares of Fidelity Total Bond ETF worth $122M as of Q1 2026.
Sagespring Wealth Partners sold 7,509,343 Fidelity Total Bond ETF shares in Q1 2026, an estimated $346M.
Fidelity Total Bond ETF made up 2.22% of Sagespring Wealth Partners's portfolio in Q1 2026, its #11 holding.
Sagespring Wealth Partners first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Fidelity Total Bond ETF position peaked at $151M in Q4 2025.
752 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.