Rose Capital Advisors LLC’s Fidelity Total Bond ETF FBND Stock Holding History

Rose Capital Advisors LLC’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	$233K	Buy	+5,115	New	+$233K	0.12%	98

Other funds holding FBND

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Rose Capital Advisors LLC's FBND Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in Fidelity Total Bond ETF (FBND) in Q2 2026: 5,115 shares worth $233K. The stake represents 0.12% of the portfolio and ranks #98 among its holdings.

561 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Rose Capital Advisors LLC held 5,115 shares of Fidelity Total Bond ETF worth $233K as of Q2 2026.
Fidelity Total Bond ETF was a new Rose Capital Advisors LLC position in Q2 2026.
Fidelity Total Bond ETF made up 0.12% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #98 holding.
561 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.