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 Q2	$139M	Buy	3,049,078 +377,232	+14%	+$17.2M	2.13%	12
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 $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

Sagespring Wealth Partners's FBND Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Fidelity Total Bond ETF (FBND) stake by 14% in Q2 2026, buying an estimated $17.2M and bringing the position to 3,049,078 shares worth $139M. The position accounts for 2.13% of the portfolio, ranked #12.

Sagespring Wealth Partners first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $151M in Q4 2025. 793 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Sagespring Wealth Partners held 3,049,078 shares of Fidelity Total Bond ETF worth $139M as of Q2 2026.
Sagespring Wealth Partners bought 377,232 Fidelity Total Bond ETF shares in Q2 2026, an estimated $17.2M.
Fidelity Total Bond ETF made up 2.13% of Sagespring Wealth Partners's portfolio in Q2 2026, its #12 holding.
Sagespring Wealth Partners first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Fidelity Total Bond ETF position peaked at $151M in Q4 2025.
793 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.