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

Wealth Management Resources’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 		$29.9M Sell
656,681
-6,210
-0.9% -$283K 9.22% 2
2026
Q1 		$30.2M Buy
662,891
+5,787
+0.9% +$267K 10.53% 2
2025
Q4 		$30.3M Sell
657,104
-56,506
-8% -$2.62M 10.65% 2
2025
Q3 		$33M Buy
713,610
+24,401
+4% +$1.12M 10.68% 2
2025
Q2 		$31.5M Buy
689,209
+54,727
+9% +$2.48M 10.77% 2
2025
Q1 		$29M Buy
634,482
+24,998
+4% +$1.13M 10.51% 2
2024
Q4 		$27.3M Buy
609,484
+160,861
+36% +$7.35M 10.09% 2
2024
Q3 		$21M Buy
448,623
+38,032
+9% +$1.76M 8.4% 3
2024
Q2 		$18.4M Buy
410,591
+74,310
+22% +$3.33M 7.92% 3
2024
Q1 		$15.2M Buy
336,281
+20,588
+7% +$934K 6.58% 5
2023
Q4 		$14.5M Buy
315,693
+6,509
+2% +$287K 6.83% 3
2023
Q3 		$13.5M Buy
309,184
+20,535
+7% +$918K 6.52% 4
2023
Q2 		$13.1M Buy
288,649
+136,671
+90% +$6.25M 7.63% 5
2023
Q1 		$7.02M Buy
151,978
+4,063
+3% +$186K 4.32% 13
2022
Q4 		$6.66M Buy
147,915
+6,456
+5% +$290K 4.32% 12
2022
Q3 		$6.29M Buy
141,459
+3,644
+3% +$170K 4.18% 12
2022
Q2 		$6.41M Sell
137,815
-17,876
-11% -$851K 3.94% 13
2022
Q1 		$7.75M Buy
155,691
+2,979
+2% +$152K 5.35% 10
2021
Q4 		$8.1M Buy
+152,712
New +$8.1M 5.21% 9

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Management Resources's FBND Position: Q2 2026 in Review

Wealth Management Resources reduced its Fidelity Total Bond ETF (FBND) stake by 0.94% in Q2 2026, selling an estimated $283K and leaving 656,681 shares worth $29.9M. The position accounts for 9.22% of the portfolio, ranked #2.

Wealth Management Resources first reported a position in FBND in Q4 2021 and has held it in 19 quarters since. The position peaked at $33M in Q3 2025. 794 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Wealth Management Resources held 656,681 shares of Fidelity Total Bond ETF worth $29.9M as of Q2 2026.
  • Wealth Management Resources sold 6,210 Fidelity Total Bond ETF shares in Q2 2026, an estimated $283K.
  • Fidelity Total Bond ETF made up 9.22% of Wealth Management Resources's portfolio in Q2 2026, its #2 holding.
  • Wealth Management Resources first reported a position in Fidelity Total Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Wealth Management Resources's Fidelity Total Bond ETF position peaked at $33M in Q3 2025.
  • 794 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Wealth Management Resources's 13F filing for Q2 2026, filed 22 Jul 2026.