Simplicity Wealth’s Fidelity Total Bond ETF FBND Stock Holding History

Simplicity Wealth’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	$4.3M	Buy	94,429 +15,496	+20%	+$707K	0.15%	150
2026 Q1	$3.6M	Buy	78,933 +16,130	+26%	+$744K	0.2%	110
2025 Q4	$2.89M	Buy	62,803 +18,861	+43%	+$875K	0.17%	131
2025 Q3	$2.03M	Sell	43,942 -10,500	-19%	-$482K	0.12%	187
2025 Q2	$2.49M	Buy	54,442 +43,904	+417%	+$1.99M	0.1%	186
2025 Q1	$481K	Buy	+10,538	New	+$477K	0.04%	350

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

Simplicity Wealth's FBND Position: Q2 2026 in Review

Simplicity Wealth increased its Fidelity Total Bond ETF (FBND) stake by 20% in Q2 2026, buying an estimated $707K and bringing the position to 94,429 shares worth $4.3M. The position accounts for 0.15% of the portfolio, ranked #150.

Simplicity Wealth first reported a position in FBND in Q1 2025 and has held it in 6 quarters since. 791 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Simplicity Wealth held 94,429 shares of Fidelity Total Bond ETF worth $4.3M as of Q2 2026.
Simplicity Wealth bought 15,496 Fidelity Total Bond ETF shares in Q2 2026, an estimated $707K.
Fidelity Total Bond ETF made up 0.15% of Simplicity Wealth's portfolio in Q2 2026, its #150 holding.
Simplicity Wealth first reported a position in Fidelity Total Bond ETF in Q1 2025 and has held it in 6 quarters since.
791 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.