Bridgewealth Advisory Group’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
$28.6M Buy
629,621
+49,329
+9% +$2.25M 5.41% 4
2026
Q1
$26.5M Buy
580,292
+61,233
+12% +$2.82M 5.49% 4
2025
Q4
$23.9M Buy
519,059
+100,692
+24% +$4.67M 5.28% 5
2025
Q3
$19.3M Buy
418,367
+17,061
+4% +$783K 4.48% 6
2025
Q2
$18.4M Buy
401,306
+358,077
+828% +$16.2M 4.66% 6
2025
Q1
$1.97M Sell
43,229
-361,159
-89% -$16.4M 2.59% 12
2024
Q4
$18.3M Buy
404,388
+82,660
+26% +$3.78M 5.16% 5
2024
Q3
$15M Buy
321,728
+41,892
+15% +$1.94M 5.47% 4
2024
Q2
$12.6M Buy
279,836
+81,700
+41% +$3.66M 5.57% 4
2024
Q1
$8.98M Buy
198,136
+166,291
+522% +$7.55M 4.39% 6
2023
Q4
$1.47M Buy
+31,845
New +$1.41M 1.12% 22

Other funds holding FBND

Bridgewealth Advisory Group's FBND Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Fidelity Total Bond ETF (FBND) stake by 8.5% in Q2 2026, buying an estimated $2.25M and bringing the position to 629,621 shares worth $28.6M. The position accounts for 5.41% of the portfolio, ranked #4.

Bridgewealth Advisory Group first reported a position in FBND in Q4 2023 and has held it in 11 quarters since. 793 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Bridgewealth Advisory Group held 629,621 shares of Fidelity Total Bond ETF worth $28.6M as of Q2 2026.
  • Bridgewealth Advisory Group bought 49,329 Fidelity Total Bond ETF shares in Q2 2026, an estimated $2.25M.
  • Fidelity Total Bond ETF made up 5.41% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #4 holding.
  • Bridgewealth Advisory Group first reported a position in Fidelity Total Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 793 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.