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

Triad 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	$1.14M	Sell	25,469 -1,138,892	-98%	-$52M	0.07%	187
2026 Q1	$53.1M	Buy	1,164,361 +199,845	+21%	+$9.22M	4.21%	4
2025 Q4	$44.4M	Buy	964,516 +179,005	+23%	+$8.31M	4.22%	1
2025 Q3	$36.3M	Buy	785,511 +378,080	+93%	+$17.4M	4.68%	1
2025 Q2	$18.6M	Buy	407,431 +39,557	+11%	+$1.79M	3.76%	4
2025 Q1	$16.8M	Buy	367,874 +17,708	+5%	+$802K	5.22%	4
2024 Q4	$15.7M	Sell	350,166 -43,238	-11%	-$1.98M	5.67%	4
2024 Q3	$18.4M	Buy	393,404 +13,491	+4%	+$623K	9.78%	1
2024 Q2	$17.1M	Buy	379,913 +51,165	+16%	+$2.29M	8.95%	2
2024 Q1	$14.9M	Buy	+328,748	New	+$14.9M	11.43%	2

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

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

Triad Wealth Partners reduced its Fidelity Total Bond ETF (FBND) stake by 98% in Q2 2026, selling an estimated $52M and leaving 25,469 shares worth $1.14M. The position accounts for 0.07% of the portfolio, ranked #187.

Triad Wealth Partners first reported a position in FBND in Q1 2024 and has held it in 10 quarters since. The position peaked at $53.1M in Q1 2026. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Triad Wealth Partners held 25,469 shares of Fidelity Total Bond ETF worth $1.14M as of Q2 2026.
Triad Wealth Partners sold 1,138,892 Fidelity Total Bond ETF shares in Q2 2026, an estimated $52M.
Fidelity Total Bond ETF made up 0.07% of Triad Wealth Partners's portfolio in Q2 2026, its #187 holding.
Triad Wealth Partners first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 10 quarters since.
Triad Wealth Partners's Fidelity Total Bond ETF position peaked at $53.1M in Q1 2026.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.