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WealthCare Investment Partners’s Fidelity Total Bond ETF FBND Stock Holding History

WealthCare Investment Partners’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 		$7.24M Sell
159,091
-6,899
-4% -$315K 1.76% 12
2026
Q1 		$7.59M Buy
165,990
+1,213
+0.7% +$55.9K 2.11% 9
2025
Q4 		$7.59M Buy
164,777
+1,525
+0.9% +$70.8K 2.21% 8
2025
Q3 		$7.57M Sell
163,252
-10,894
-6% -$500K 2.45% 7
2025
Q2 		$7.95M Sell
174,146
-951
-0.5% -$43K 2.86% 5
2025
Q1 		$7.85M Sell
175,097
-21,011
-11% -$952K 3.33% 5
2024
Q4 		$8.81M Sell
196,108
-26,190
-12% -$1.2M 3.84% 3
2024
Q3 		$10.3M Sell
222,298
-6,228
-3% -$288K 4.5% 3
2024
Q2 		$10.3M Buy
228,526
+8,269
+4% +$370K 4.77% 2
2024
Q1 		$9.98M Buy
220,257
+42,730
+24% +$1.94M 4.82% 3
2023
Q4 		$8.1M Sell
177,527
-3,617
-2% -$160K 4.42% 3
2023
Q3 		$7.84M Buy
181,144
+18,417
+11% +$824K 4.77% 3
2023
Q2 		$7.34M Buy
162,727
+60,257
+59% +$2.76M 4.41% 4
2023
Q1 		$4.71M Buy
102,470
+91,798
+860% +$4.21M 2.85% 9
2022
Q4 		$480K Buy
+10,672
New +$479K 0.33% 70

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

WealthCare Investment Partners's FBND Position: Q2 2026 in Review

WealthCare Investment Partners reduced its Fidelity Total Bond ETF (FBND) stake by 4.2% in Q2 2026, selling an estimated $315K and leaving 159,091 shares worth $7.24M. The position accounts for 1.76% of the portfolio, ranked #12.

WealthCare Investment Partners first reported a position in FBND in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.3M in Q2 2024. 793 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • WealthCare Investment Partners held 159,091 shares of Fidelity Total Bond ETF worth $7.24M as of Q2 2026.
  • WealthCare Investment Partners sold 6,899 Fidelity Total Bond ETF shares in Q2 2026, an estimated $315K.
  • Fidelity Total Bond ETF made up 1.76% of WealthCare Investment Partners's portfolio in Q2 2026, its #12 holding.
  • WealthCare Investment Partners first reported a position in Fidelity Total Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • WealthCare Investment Partners's Fidelity Total Bond ETF position peaked at $10.3M in Q2 2024.
  • 793 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.