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

Ullmann Wealth Partners Group’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 		$67.5M Buy
1,482,823
+301,845
+26% +$13.8M 6.13% 4
2026
Q1 		$53.9M Buy
1,180,978
+425,002
+56% +$19.6M 5.59% 4
2025
Q4 		$35M Buy
755,976
+631,409
+507% +$29.3M 3.65% 7
2025
Q3 		$5.76M Buy
+124,567
New +$5.72M 0.63% 28

Other funds holding FBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Ullmann Wealth Partners Group's FBND Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its Fidelity Total Bond ETF (FBND) stake by 26% in Q2 2026, buying an estimated $13.8M and bringing the position to 1,482,823 shares worth $67.5M. The position accounts for 6.13% of the portfolio, ranked #4.

Ullmann Wealth Partners Group first reported a position in FBND in Q3 2025 and has held it in 4 quarters since. 645 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Ullmann Wealth Partners Group held 1,482,823 shares of Fidelity Total Bond ETF worth $67.5M as of Q2 2026.
  • Ullmann Wealth Partners Group bought 301,845 Fidelity Total Bond ETF shares in Q2 2026, an estimated $13.8M.
  • Fidelity Total Bond ETF made up 6.13% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #4 holding.
  • Ullmann Wealth Partners Group first reported a position in Fidelity Total Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 645 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

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