BRWA
FBND icon

B. Riley Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

B. Riley Wealth Advisors’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 		$8.51M Buy
186,351
+25,330
+16% +$1.16M 0.46% 46
2026
Q1 		$7.32M Buy
161,021
+30,671
+24% +$1.41M 0.46% 42
2025
Q4 		$6M Buy
130,350
+277
+0.2% +$12.9K 0.28% 77
2025
Q3 		$6.01M Buy
130,073
+18,223
+16% +$837K 0.28% 73
2025
Q2 		$5.12M Buy
+111,850
New +$5.06M 0.24% 89
2024
Q4 		$1.3M Buy
28,834
+3,253
+13% +$149K 0.04% 375
2024
Q3 		$1.2M Buy
25,581
+1,212
+5% +$56K 0.03% 446
2024
Q2 		$1.1M Buy
24,369
+1,133
+5% +$50.8K 0.03% 506
2024
Q1 		$1.02M Buy
23,236
+1,083
+5% +$49.1K 0.03% 521
2023
Q4 		$1.02M Sell
22,153
-1,083
-5% -$47.8K 0.03% 517
2023
Q3 		$1.02M Sell
23,236
-2,577
-10% -$115K 0.03% 521
2023
Q2 		$1.18M Sell
25,813
-585
-2% -$26.8K 0.03% 511
2023
Q1 		$1.22M Sell
26,398
-2,408
-8% -$110K 0.03% 483
2022
Q4 		$1.3M Buy
28,806
+4,909
+21% +$220K 0.04% 456
2022
Q3 		$1.06M Buy
23,897
+9,519
+66% +$445K 0.03% 488
2022
Q2 		$670K Sell
14,378
-1,212
-8% -$57.7K 0.03% 547
2022
Q1 		$776K Sell
15,590
-91,735
-85% -$4.69M 0.03% 567
2021
Q4 		$5.69M Sell
107,325
-1,336
-1% -$70.9K 0.16% 132
2021
Q3 		$5.77M Buy
108,661
+5,094
+5% +$273K 0.18% 119
2021
Q2 		$5.52M Sell
103,567
-35,898
-26% -$1.9M 0.18% 131
2021
Q1 		$7.31M Buy
+139,465
New +$7.43M 0.26% 86

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

B. Riley Wealth Advisors's FBND Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 16% in Q2 2026, buying an estimated $1.16M and bringing the position to 186,351 shares worth $8.51M. The position accounts for 0.46% of the portfolio, ranked #46.

B. Riley Wealth Advisors first reported a position in FBND in Q1 2021 and has held it in 21 quarters since. 164 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • B. Riley Wealth Advisors held 186,351 shares of Fidelity Total Bond ETF worth $8.51M as of Q2 2026.
  • B. Riley Wealth Advisors bought 25,330 Fidelity Total Bond ETF shares in Q2 2026, an estimated $1.16M.
  • Fidelity Total Bond ETF made up 0.46% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • B. Riley Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • 164 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.