Watchman Group’s Fidelity Total Bond ETF FBND Stock Holding History

Watchman 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 Q1	$20.2M	Buy	442,443 +30,902	+8%	+$1.43M	4.88%	7
2025 Q4	$18.9M	Buy	411,541 +41,798	+11%	+$1.94M	4.52%	7
2025 Q3	$17.1M	Buy	369,743 +31,846	+9%	+$1.46M	4.14%	7
2025 Q2	$15.5M	Buy	337,897 +82,114	+32%	+$3.72M	4.03%	7
2025 Q1	$11.7M	Buy	255,783 +72,369	+39%	+$3.28M	3.27%	8
2024 Q4	$8.23M	Buy	183,414 +9,455	+5%	+$432K	2.16%	9
2024 Q3	$8.13M	Buy	173,959 +214	+0.1%	+$9.89K	2.12%	9
2024 Q2	$7.81M	Buy	173,745 +7,276	+4%	+$326K	2.49%	6
2024 Q1	$7.54M	Buy	166,469 +966	+0.6%	+$43.8K	2.28%	7
2023 Q4	$7.62M	Buy	165,503 +100,902	+156%	+$4.45M	2.51%	7
2023 Q3	$2.81M	Buy	+64,601	New	+$2.89M	1.2%	36

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

Watchman Group's FBND Position: Q1 2026 in Review

Watchman Group increased its Fidelity Total Bond ETF (FBND) stake by 7.5% in Q1 2026, buying an estimated $1.43M and bringing the position to 442,443 shares worth $20.2M. The position accounts for 4.88% of the portfolio, ranked #7.

Watchman Group first reported a position in FBND in Q3 2023 and has held it in 11 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

Watchman Group held 442,443 shares of Fidelity Total Bond ETF worth $20.2M as of Q1 2026.
Watchman Group bought 30,902 Fidelity Total Bond ETF shares in Q1 2026, an estimated $1.43M.
Fidelity Total Bond ETF made up 4.88% of Watchman Group's portfolio in Q1 2026, its #7 holding.
Watchman Group first reported a position in Fidelity Total Bond ETF in Q3 2023 and has held it in 11 quarters since.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Watchman Group's 13F filing for Q1 2026, filed 20 Apr 2026.