Benchmark Financial Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Benchmark Financial 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	$1.37M	Buy	30,159 +10,469	+53%	+$478K	0.34%	45
2026 Q1	$898K	Buy	19,690 +3,937	+25%	+$182K	0.25%	56
2025 Q4	$725K	Buy	15,753 +1,928	+14%	+$89.5K	0.21%	61
2025 Q3	$639K	Buy	13,825 +886	+7%	+$40.7K	0.19%	61
2025 Q2	$592K	Buy	12,939 +442	+4%	+$20K	0.2%	58
2025 Q1	$570K	Sell	12,497 -21,009	-63%	-$952K	0.22%	54
2024 Q4	$1.5M	Buy	+33,506	New	+$1.53M	0.48%	27

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

Benchmark Financial Wealth Advisors's FBND Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its Fidelity Total Bond ETF (FBND) stake by 53% in Q2 2026, buying an estimated $478K and bringing the position to 30,159 shares worth $1.37M. The position accounts for 0.34% of the portfolio, ranked #45.

Benchmark Financial Wealth Advisors first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q4 2024. 792 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Benchmark Financial Wealth Advisors held 30,159 shares of Fidelity Total Bond ETF worth $1.37M as of Q2 2026.
Benchmark Financial Wealth Advisors bought 10,469 Fidelity Total Bond ETF shares in Q2 2026, an estimated $478K.
Fidelity Total Bond ETF made up 0.34% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Benchmark Financial Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
Benchmark Financial Wealth Advisors's Fidelity Total Bond ETF position peaked at $1.5M in Q4 2024.
792 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.