Triangle Securities Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Triangle Securities Wealth 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	$5.15M	Buy	113,168 +9,459	+9%	+$431K	1.02%	26
2026 Q1	$4.73M	Buy	103,709 +8,319	+9%	+$384K	1.07%	25
2025 Q4	$4.39M	Buy	95,390 +4,038	+4%	+$187K	0.93%	31
2025 Q3	$4.22M	Buy	91,352 +1,311	+1%	+$60.2K	0.96%	28
2025 Q2	$4.12M	Buy	90,041 +28,574	+46%	+$1.29M	1.01%	29
2025 Q1	$2.81M	Buy	61,467 +19,390	+46%	+$878K	0.72%	38
2024 Q4	$1.89M	Buy	42,077 +13,964	+50%	+$638K	0.48%	60
2024 Q3	$1.31M	Buy	+28,113	New	+$1.3M	0.34%	78

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

Triangle Securities Wealth Management's FBND Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 9.1% in Q2 2026, buying an estimated $431K and bringing the position to 113,168 shares worth $5.15M. The position accounts for 1.02% of the portfolio, ranked #26.

Triangle Securities Wealth Management first reported a position in FBND in Q3 2024 and has held it in 8 quarters since. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Triangle Securities Wealth Management held 113,168 shares of Fidelity Total Bond ETF worth $5.15M as of Q2 2026.
Triangle Securities Wealth Management bought 9,459 Fidelity Total Bond ETF shares in Q2 2026, an estimated $431K.
Fidelity Total Bond ETF made up 1.02% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #26 holding.
Triangle Securities Wealth Management first reported a position in Fidelity Total Bond ETF in Q3 2024 and has held it in 8 quarters since.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.