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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
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 $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealth Management Resources's FBND Position: Q1 2026 in Review

Wealth Management Resources increased its Fidelity Total Bond ETF (FBND) stake by 0.88% in Q1 2026, buying an estimated $267K and bringing the position to 662,891 shares worth $30.2M. The position accounts for 10.53% of the portfolio, ranked #2.

Wealth Management Resources first reported a position in FBND in Q4 2021 and has held it in 18 quarters since. The position peaked at $33M in Q3 2025. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • Wealth Management Resources held 662,891 shares of Fidelity Total Bond ETF worth $30.2M as of Q1 2026.
  • Wealth Management Resources bought 5,787 Fidelity Total Bond ETF shares in Q1 2026, an estimated $267K.
  • Fidelity Total Bond ETF made up 10.53% of Wealth Management Resources's portfolio in Q1 2026, its #2 holding.
  • Wealth Management Resources first reported a position in Fidelity Total Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Wealth Management Resources's Fidelity Total Bond ETF position peaked at $33M in Q3 2025.
  • 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on Wealth Management Resources's 13F filing for Q1 2026, filed 28 Apr 2026.