Barnes Dennig Private Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Barnes Dennig Private 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	$198K	Buy	4,342 +592	+16%	+$27K	0.16%	86
2026 Q1	$171K	Buy	3,750 +204	+6%	+$9.41K	0.17%	83
2025 Q4	$163K	Buy	3,546 +38	+1%	+$1.76K	0.16%	81
2025 Q3	$162K	Buy	3,508 +288	+9%	+$13.2K	0.17%	79
2025 Q2	$147K	Buy	3,220 +3,090	+2,377%	+$140K	0.18%	76
2025 Q1	$5.93K	Buy	+130	New	+$5.89K	0.01%	159

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

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 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

Barnes Dennig Private Wealth Management's FBND Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 16% in Q2 2026, buying an estimated $27K and bringing the position to 4,342 shares worth $198K. The position accounts for 0.16% of the portfolio, ranked #86.

Barnes Dennig Private Wealth Management first reported a position in FBND in Q1 2025 and has held it in 6 quarters since. 277 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Barnes Dennig Private Wealth Management held 4,342 shares of Fidelity Total Bond ETF worth $198K as of Q2 2026.
Barnes Dennig Private Wealth Management bought 592 Fidelity Total Bond ETF shares in Q2 2026, an estimated $27K.
Fidelity Total Bond ETF made up 0.16% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #86 holding.
Barnes Dennig Private Wealth Management first reported a position in Fidelity Total Bond ETF in Q1 2025 and has held it in 6 quarters since.
277 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.