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 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 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

WealthCare Investment Partners's FBND Position: Q1 2026 in Review

WealthCare Investment Partners increased its Fidelity Total Bond ETF (FBND) stake by 0.74% in Q1 2026, buying an estimated $55.9K and bringing the position to 165,990 shares worth $7.59M. The position accounts for 2.11% of the portfolio, ranked #9.

WealthCare Investment Partners first reported a position in FBND in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.3M in Q2 2024. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

WealthCare Investment Partners held 165,990 shares of Fidelity Total Bond ETF worth $7.59M as of Q1 2026.
WealthCare Investment Partners bought 1,213 Fidelity Total Bond ETF shares in Q1 2026, an estimated $55.9K.
Fidelity Total Bond ETF made up 2.11% of WealthCare Investment Partners's portfolio in Q1 2026, its #9 holding.
WealthCare Investment Partners first reported a position in Fidelity Total Bond ETF in Q4 2022 and has held it in 14 quarters since.
WealthCare Investment Partners's Fidelity Total Bond ETF position peaked at $10.3M in Q2 2024.
751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.