Box Hill Private Wealth’s Fidelity Total Bond ETF FBND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.15M Sell
25,240
-2,131
-8% -$97.2K 0.92% 27
2026
Q1
$1.25M Buy
27,371
+5,081
+23% +$234K 1.23% 21
2025
Q4
$1.03M Buy
+22,290
New +$1.03M 1.04% 27

Other funds holding FBND

Box Hill Private Wealth's FBND Position: Q2 2026 in Review

Box Hill Private Wealth reduced its Fidelity Total Bond ETF (FBND) stake by 7.8% in Q2 2026, selling an estimated $97.2K and leaving 25,240 shares worth $1.15M. The position accounts for 0.92% of the portfolio, ranked #27.

Box Hill Private Wealth first reported a position in FBND in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q1 2026. 788 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Box Hill Private Wealth held 25,240 shares of Fidelity Total Bond ETF worth $1.15M as of Q2 2026.
  • Box Hill Private Wealth sold 2,131 Fidelity Total Bond ETF shares in Q2 2026, an estimated $97.2K.
  • Fidelity Total Bond ETF made up 0.92% of Box Hill Private Wealth's portfolio in Q2 2026, its #27 holding.
  • Box Hill Private Wealth first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Box Hill Private Wealth's Fidelity Total Bond ETF position peaked at $1.25M in Q1 2026.
  • 788 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Box Hill Private Wealth's 13F filing for Q2 2026, filed 2 Jul 2026.