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

Barnes Wealth Management Group’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	$848K	Buy	18,636 +1,355	+8%	+$61.8K	0.39%	66
2026 Q1	$788K	Buy	17,281 +496	+3%	+$22.9K	0.4%	67
2025 Q4	$773K	Buy	16,785 +530	+3%	+$24.6K	0.41%	62
2025 Q3	$752K	Buy	16,255 +4,966	+44%	+$228K	0.41%	59
2025 Q2	$516K	Buy	11,289 +13	+0.1%	+$588	0.31%	74
2025 Q1	$515K	Buy	11,276 +2,357	+26%	+$107K	0.33%	72
2024 Q4	$400K	Buy	+8,919	New	+$408K	0.27%	83

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

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

Barnes Wealth Management Group increased its Fidelity Total Bond ETF (FBND) stake by 7.8% in Q2 2026, buying an estimated $61.8K and bringing the position to 18,636 shares worth $848K. The position accounts for 0.39% of the portfolio, ranked #66.

Barnes Wealth Management Group first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. 320 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Barnes Wealth Management Group held 18,636 shares of Fidelity Total Bond ETF worth $848K as of Q2 2026.
Barnes Wealth Management Group bought 1,355 Fidelity Total Bond ETF shares in Q2 2026, an estimated $61.8K.
Fidelity Total Bond ETF made up 0.39% of Barnes Wealth Management Group's portfolio in Q2 2026, its #66 holding.
Barnes Wealth Management Group first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
320 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.