Axxcess Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Axxcess 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	$8.85M	Sell	194,598 -15,601	-7%	-$712K	0.14%	144
2026 Q1	$9.59M	Buy	210,199 +234	+0.1%	+$10.8K	0.31%	75
2025 Q4	$9.67M	Sell	209,965 -13,257	-6%	-$615K	0.17%	119
2025 Q3	$10.3M	Sell	223,222 -22,581	-9%	-$1.04M	0.22%	85
2025 Q2	$11.2M	Sell	245,803 -55,601	-18%	-$2.52M	0.26%	75
2025 Q1	$13.8M	Buy	301,404 +169,755	+129%	+$7.69M	0.37%	61
2024 Q4	$5.91M	Buy	131,649 +84,229	+178%	+$3.85M	0.14%	125
2024 Q3	$2.22M	Buy	47,420 +991	+2%	+$45.8K	0.05%	244
2024 Q2	$2.09M	Buy	46,429 +4,664	+11%	+$209K	0.06%	245
2024 Q1	$1.89M	Sell	41,765 -477,232	-92%	-$21.7M	0.05%	260
2023 Q4	$23.9M	Sell	518,997 -1,724	-0.3%	-$76.1K	0.69%	27
2023 Q3	$22.7M	Sell	520,721 -141,177	-21%	-$6.31M	0.77%	28
2023 Q2	$30.1M	Buy	661,898 +43,879	+7%	+$2.01M	2.18%	6
2023 Q1	$28.4M	Buy	618,019 +258,104	+72%	+$11.8M	2.15%	5
2022 Q4	$16.2M	Buy	359,915 +343,422	+2,082%	+$15.4M	1.34%	12
2022 Q3	$733K	Sell	16,493 -581	-3%	-$27.1K	0.07%	244
2022 Q2	$794K	Sell	17,074 -10,331	-38%	-$492K	0.07%	223
2022 Q1	$1.36M	Sell	27,405 -509	-2%	-$26K	0.11%	163
2021 Q4	$1.48M	Buy	+27,914	New	+$1.48M	0.11%	152

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 22.96% 1-Year Est. Return

Axxcess Wealth Management's FBND Position: Q2 2026 in Review

Axxcess Wealth Management reduced its Fidelity Total Bond ETF (FBND) stake by 7.4% in Q2 2026, selling an estimated $712K and leaving 194,598 shares worth $8.85M. The position accounts for 0.14% of the portfolio, ranked #144.

Axxcess Wealth Management first reported a position in FBND in Q4 2021 and has held it in 19 quarters since. The position peaked at $30.1M in Q2 2023. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Axxcess Wealth Management held 194,598 shares of Fidelity Total Bond ETF worth $8.85M as of Q2 2026.
Axxcess Wealth Management sold 15,601 Fidelity Total Bond ETF shares in Q2 2026, an estimated $712K.
Fidelity Total Bond ETF made up 0.14% of Axxcess Wealth Management's portfolio in Q2 2026, its #144 holding.
Axxcess Wealth Management first reported a position in Fidelity Total Bond ETF in Q4 2021 and has held it in 19 quarters since.
Axxcess Wealth Management's Fidelity Total Bond ETF position peaked at $30.1M in Q2 2023.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.