Shorepoint Capital Partners’s Fidelity Total Bond ETF FBND Stock Holding History

Shorepoint Capital 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
2025 Q3	$34.2M	Buy	+738,826	New	+$33.9M	6.8%	1
2025 Q1	$32.5M	Buy	712,528 +32,530	+5%	+$1.47M	7.36%	1
2024 Q4	$30.5M	Buy	679,998 +33,497	+5%	+$1.53M	6.98%	1
2024 Q3	$30.2M	Buy	646,501 +11,895	+2%	+$550K	6.88%	1
2024 Q2	$28.5M	Buy	634,606 +24,292	+4%	+$1.09M	6.69%	1
2024 Q1	$27.7M	Buy	+610,314	New	+$27.7M	6.76%	1

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Shorepoint Capital Partners's FBND Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Fidelity Total Bond ETF (FBND) in Q3 2025: 738,826 shares worth $34.2M. The stake represents 6.8% of the portfolio and ranks #1 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in FBND as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in FBND in Q1 2024 and has held it in 6 quarters since. 653 funds tracked by Wall St. Rank hold FBND as of Q3 2025.

Shorepoint Capital Partners held 738,826 shares of Fidelity Total Bond ETF worth $34.2M as of Q3 2025.
Fidelity Total Bond ETF was a new Shorepoint Capital Partners position in Q3 2025.
Fidelity Total Bond ETF made up 6.8% of Shorepoint Capital Partners's portfolio in Q3 2025, its #1 holding.
Shorepoint Capital Partners first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 6 quarters since.
653 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.