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

Summit 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 		$14.1M Buy
310,113
+251,428
+428% +$11.5M 2.01% 10
2026
Q1 		$2.68M Buy
58,685
+22,500
+62% +$1.04M 0.42% 56
2025
Q4 		$1.67M Buy
+36,185
New +$1.68M 0.31% 58

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Summit Wealth Partners increased its Fidelity Total Bond ETF (FBND) stake by 428% in Q2 2026, buying an estimated $11.5M and bringing the position to 310,113 shares worth $14.1M. The position accounts for 2.01% of the portfolio, ranked #10.

Summit Wealth Partners first reported a position in FBND in Q4 2025 and has held it in 3 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Summit Wealth Partners held 310,113 shares of Fidelity Total Bond ETF worth $14.1M as of Q2 2026.
  • Summit Wealth Partners bought 251,428 Fidelity Total Bond ETF shares in Q2 2026, an estimated $11.5M.
  • Fidelity Total Bond ETF made up 2.01% of Summit Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • Summit Wealth Partners first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

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