Wealthspan Partners’s Fidelity Total Bond ETF FBND Stock Holding History

Wealthspan 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	$6.96M	Buy	152,587 +5,925	+4%	+$273K	2.45%	10
2025 Q4	$6.75M	Buy	146,662 +32,865	+29%	+$1.53M	2.45%	10
2025 Q3	$5.26M	Buy	113,797 +16,475	+17%	+$756K	2.01%	13
2025 Q2	$4.45M	Buy	97,322 +8,229	+9%	+$373K	1.84%	14
2025 Q1	$4.07M	Buy	89,093 +17,544	+25%	+$795K	1.88%	13
2024 Q4	$3.21M	Buy	71,549 +20,145	+39%	+$921K	1.53%	17
2024 Q3	$2.4M	Buy	51,404 +25,185	+96%	+$1.16M	1.19%	20
2024 Q2	$1.18M	Buy	26,219 +8,098	+45%	+$363K	0.65%	31
2024 Q1	$821K	Buy	18,121 +4,497	+33%	+$204K	0.48%	36
2023 Q4	$627K	Buy	13,624 +2,530	+23%	+$112K	0.44%	39
2023 Q3	$483K	Buy	+11,094	New	+$496K	0.38%	47

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

Wealthspan Partners's FBND Position: Q1 2026 in Review

Wealthspan Partners increased its Fidelity Total Bond ETF (FBND) stake by 4% in Q1 2026, buying an estimated $273K and bringing the position to 152,587 shares worth $6.96M. The position accounts for 2.45% of the portfolio, ranked #10.

Wealthspan Partners 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.

Wealthspan Partners held 152,587 shares of Fidelity Total Bond ETF worth $6.96M as of Q1 2026.
Wealthspan Partners bought 5,925 Fidelity Total Bond ETF shares in Q1 2026, an estimated $273K.
Fidelity Total Bond ETF made up 2.45% of Wealthspan Partners's portfolio in Q1 2026, its #10 holding.
Wealthspan Partners 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 Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.