Towercrest Capital Management’s Fidelity Total Bond ETF FBND Stock Holding History

Towercrest Capital 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 Q1	$576K	Hold	12,636	–	–	0.09%	66
2025 Q4	$582K	Buy	12,636 +2,020	+19%	+$93.7K	0.09%	67
2025 Q3	$491K	Hold	10,616	–	–	0.08%	69
2025 Q2	$486K	Hold	10,616	–	–	0.09%	66
2025 Q1	$485K	Hold	10,616	–	–	0.09%	65
2024 Q4	$476K	Hold	10,616	–	–	0.08%	69
2024 Q3	$496K	Hold	10,616	–	–	0.08%	71
2024 Q2	$477K	Hold	10,616	–	–	0.08%	74
2024 Q1	$481K	Hold	10,616	–	–	0.08%	75
2023 Q4	$489K	Buy	10,616 +3,100	+41%	+$137K	0.09%	68
2023 Q3	$327K	Hold	7,516	–	–	0.06%	82
2023 Q2	$341K	Hold	7,516	–	–	0.06%	83
2023 Q1	$346K	Hold	7,516	–	–	0.07%	72
2022 Q4	$338K	Buy	7,516 +2,216	+42%	+$99.4K	0.07%	70
2022 Q3	$235K	Hold	5,300	–	–	0.06%	82
2022 Q2	$247K	Buy	+5,300	New	+$252K	0.06%	79

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Towercrest Capital Management's FBND Position: Q1 2026 in Review

Towercrest Capital Management held its Fidelity Total Bond ETF (FBND) position steady in Q1 2026 at 12,636 shares worth $576K. The position accounts for 0.09% of the portfolio, ranked #66.

Towercrest Capital Management first reported a position in FBND in Q2 2022 and has held it in 16 quarters since. The position peaked at $582K in Q4 2025. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Towercrest Capital Management held 12,636 shares of Fidelity Total Bond ETF worth $576K as of Q1 2026.
Towercrest Capital Management left its Fidelity Total Bond ETF share count unchanged in Q1 2026.
Fidelity Total Bond ETF made up 0.09% of Towercrest Capital Management's portfolio in Q1 2026, its #66 holding.
Towercrest Capital Management first reported a position in Fidelity Total Bond ETF in Q2 2022 and has held it in 16 quarters since.
Towercrest Capital Management's Fidelity Total Bond ETF position peaked at $582K in Q4 2025.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.