2WWM
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21 West Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

21 West Wealth Management’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 		$3.57M Buy
78,463
+421
+0.5% +$19.2K 3.05% 10
2026
Q1 		$3.56M Buy
78,042
+3,464
+5% +$160K 3.31% 8
2025
Q4 		$3.43M Buy
74,578
+2,143
+3% +$99.4K 3.14% 9
2025
Q3 		$3.35M Buy
72,435
+6,843
+10% +$314K 3.18% 9
2025
Q2 		$3M Buy
+65,592
New +$2.97M 3.03% 8

Other funds holding FBND

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

21 West Wealth Management's FBND Position: Q2 2026 in Review

21 West Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 0.54% in Q2 2026, buying an estimated $19.2K and bringing the position to 78,463 shares worth $3.57M. The position accounts for 3.05% of the portfolio, ranked #10.

21 West Wealth Management first reported a position in FBND in Q2 2025 and has held it in 5 quarters since. 156 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • 21 West Wealth Management held 78,463 shares of Fidelity Total Bond ETF worth $3.57M as of Q2 2026.
  • 21 West Wealth Management bought 421 Fidelity Total Bond ETF shares in Q2 2026, an estimated $19.2K.
  • Fidelity Total Bond ETF made up 3.05% of 21 West Wealth Management's portfolio in Q2 2026, its #10 holding.
  • 21 West Wealth Management first reported a position in Fidelity Total Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 156 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.