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

Tower 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	$4.11M	Buy	90,323 +9,404	+12%	+$429K	2.03%	10
2026 Q1	$3.69M	Buy	80,919 +766	+1%	+$35.3K	2.04%	10
2025 Q4	$3.69M	Buy	80,153 +10,520	+15%	+$488K	2.03%	9
2025 Q3	$3.22M	Buy	69,633 +4,609	+7%	+$212K	1.77%	9
2025 Q2	$2.97M	Sell	65,024 -2,535	-4%	-$115K	1.76%	9
2025 Q1	$3.08M	Buy	67,559 +852	+1%	+$38.6K	1.65%	12
2024 Q4	$2.99M	Buy	+66,707	New	+$3.05M	1.57%	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

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

Tower Wealth Partners increased its Fidelity Total Bond ETF (FBND) stake by 12% in Q2 2026, buying an estimated $429K and bringing the position to 90,323 shares worth $4.11M. The position accounts for 2.03% of the portfolio, ranked #10.

Tower Wealth Partners first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. 793 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Tower Wealth Partners held 90,323 shares of Fidelity Total Bond ETF worth $4.11M as of Q2 2026.
Tower Wealth Partners bought 9,404 Fidelity Total Bond ETF shares in Q2 2026, an estimated $429K.
Fidelity Total Bond ETF made up 2.03% of Tower Wealth Partners's portfolio in Q2 2026, its #10 holding.
Tower Wealth Partners first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
793 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.