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Apella Capital’s Fidelity Total Bond ETF FBND Stock Holding History

Apella Capital’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 		$12.4M Buy
273,252
+26,999
+11% +$1.23M 0.17% 97
2026
Q1 		$11.3M Buy
246,253
+30,217
+14% +$1.39M 0.17% 103
2025
Q4 		$9.95M Buy
216,036
+25,634
+13% +$1.19M 0.2% 93
2025
Q3 		$8.9M Buy
190,402
+172,999
+994% +$7.94M 0.2% 93
2025
Q2 		$791K Buy
+17,403
New +$788K 0.02% 248

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Apella Capital's FBND Position: Q2 2026 in Review

Apella Capital increased its Fidelity Total Bond ETF (FBND) stake by 11% in Q2 2026, buying an estimated $1.23M and bringing the position to 273,252 shares worth $12.4M. The position accounts for 0.17% of the portfolio, ranked #97.

Apella Capital first reported a position in FBND in Q2 2025 and has held it in 5 quarters since. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Apella Capital held 273,252 shares of Fidelity Total Bond ETF worth $12.4M as of Q2 2026.
  • Apella Capital bought 26,999 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.23M.
  • Fidelity Total Bond ETF made up 0.17% of Apella Capital's portfolio in Q2 2026, its #97 holding.
  • Apella Capital first reported a position in Fidelity Total Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.