Twin Peaks Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Twin Peaks Wealth Advisors’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	$1.24M	Sell	27,082 -214	-0.8%	-$9.87K	0.31%	63
2025 Q4	$1.26M	Buy	27,296 +63	+0.2%	+$2.92K	0.37%	59
2025 Q3	$1.26M	Buy	27,233 +85	+0.3%	+$3.9K	0.43%	54
2025 Q2	$1.24M	Sell	27,148 -195	-0.7%	-$8.83K	0.4%	54
2025 Q1	$1.23M	Sell	27,343 -4,661	-15%	-$211K	0.56%	47
2024 Q4	$1.44M	Sell	32,004 -3,166	-9%	-$145K	0.61%	40
2024 Q3	$1.64M	Sell	35,170 -1,148	-3%	-$53.1K	0.76%	34
2024 Q2	$1.63M	Sell	36,318 -1,100	-3%	-$49.3K	0.81%	34
2024 Q1	$1.7M	Buy	37,418 +4,806	+15%	+$218K	0.94%	27
2023 Q4	$1.5M	Buy	+32,612	New	+$1.44M	0.96%	27

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

Twin Peaks Wealth Advisors's FBND Position: Q1 2026 in Review

Twin Peaks Wealth Advisors reduced its Fidelity Total Bond ETF (FBND) stake by 0.78% in Q1 2026, selling an estimated $9.87K and leaving 27,082 shares worth $1.24M. The position accounts for 0.31% of the portfolio, ranked #63.

Twin Peaks Wealth Advisors first reported a position in FBND in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.7M in Q1 2024. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Twin Peaks Wealth Advisors held 27,082 shares of Fidelity Total Bond ETF worth $1.24M as of Q1 2026.
Twin Peaks Wealth Advisors sold 214 Fidelity Total Bond ETF shares in Q1 2026, an estimated $9.87K.
Fidelity Total Bond ETF made up 0.31% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #63 holding.
Twin Peaks Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's Fidelity Total Bond ETF position peaked at $1.7M in Q1 2024.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.