Sugar Maple Asset Management’s Fidelity Total Bond ETF FBND Stock Holding History

Sugar Maple Asset Management’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	$2.51M	Hold	55,170	–	–	1.62%	18
2026 Q1	$2.52M	Buy	55,170 +4,170	+8%	+$192K	1.53%	17
2025 Q4	$2.35M	Buy	+51,000	New	+$2.37M	1.58%	17

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

Sugar Maple Asset Management's FBND Position: Q2 2026 in Review

Sugar Maple Asset Management held its Fidelity Total Bond ETF (FBND) position steady in Q2 2026 at 55,170 shares worth $2.51M. The position accounts for 1.62% of the portfolio, ranked #18.

Sugar Maple Asset Management first reported a position in FBND in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.52M in Q1 2026. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Sugar Maple Asset Management held 55,170 shares of Fidelity Total Bond ETF worth $2.51M as of Q2 2026.
Sugar Maple Asset Management left its Fidelity Total Bond ETF share count unchanged in Q2 2026.
Fidelity Total Bond ETF made up 1.62% of Sugar Maple Asset Management's portfolio in Q2 2026, its #18 holding.
Sugar Maple Asset Management first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 3 quarters since.
Sugar Maple Asset Management's Fidelity Total Bond ETF position peaked at $2.52M in Q1 2026.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Sugar Maple Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.