Wealthspire Advisors (New York)’s Fidelity Total Bond ETF FBND Stock Holding History

Wealthspire Advisors (New York)’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	$256K	Buy	5,620 +30	+0.5%	+$1.37K	﹤0.01%	1051
2026 Q1	$255K	Sell	5,590 -999	-15%	-$46.1K	﹤0.01%	778
2025 Q4	$303K	Sell	6,589 -6,559	-50%	-$304K	﹤0.01%	794
2025 Q3	$608K	Buy	+13,148	New	+$604K	﹤0.01%	489

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthspire Advisors (New York)'s FBND Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Fidelity Total Bond ETF (FBND) stake by 0.54% in Q2 2026, buying an estimated $1.37K and bringing the position to 5,620 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Wealthspire Advisors (New York) first reported a position in FBND in Q3 2025 and has held it in 4 quarters since. The position peaked at $608K in Q3 2025. 795 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Wealthspire Advisors (New York) held 5,620 shares of Fidelity Total Bond ETF worth $256K as of Q2 2026.
Wealthspire Advisors (New York) bought 30 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.37K.
Fidelity Total Bond ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1051 holding.
Wealthspire Advisors (New York) first reported a position in Fidelity Total Bond ETF in Q3 2025 and has held it in 4 quarters since.
Wealthspire Advisors (New York)'s Fidelity Total Bond ETF position peaked at $608K in Q3 2025.
795 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.