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Brookstone Capital Management’s Fidelity Total Bond ETF FBND Stock Holding History

Brookstone Capital 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 		$40.7M Buy
894,979
+58,757
+7% +$2.68M 0.41% 59
2026
Q1 		$38.1M Buy
836,222
+29,514
+4% +$1.36M 0.44% 50
2025
Q4 		$37.1M Buy
806,708
+87,421
+12% +$4.06M 0.42% 48
2025
Q3 		$33.3M Buy
719,287
+21,974
+3% +$1.01M 0.4% 51
2025
Q2 		$31.9M Buy
697,313
+6,952
+1% +$315K 0.42% 54
2025
Q1 		$31.5M Sell
690,361
-4,165
-0.6% -$189K 0.45% 51
2024
Q4 		$31.2M Buy
694,526
+61,756
+10% +$2.82M 0.45% 51
2024
Q3 		$29.6M Buy
632,770
+33,769
+6% +$1.56M 0.44% 54
2024
Q2 		$27.4M Buy
599,001
+48,726
+9% +$2.18M 0.45% 51
2024
Q1 		$24.9M Buy
550,275
+212,869
+63% +$9.66M 0.45% 52
2023
Q4 		$15.5M Sell
337,406
-115,038
-25% -$5.08M 0.3% 84
2023
Q3 		$19.2M Buy
452,444
+28,763
+7% +$1.29M 0.42% 64
2023
Q2 		$19M Buy
423,681
+5,273
+1% +$241K 0.38% 68
2023
Q1 		$19.2M Sell
418,408
-36,934
-8% -$1.69M 0.37% 77
2022
Q4 		$20.9M Sell
455,342
-18,999
-4% -$852K 0.42% 69
2022
Q3 		$21M Sell
474,341
-43,498
-8% -$2.03M 0.48% 57
2022
Q2 		$24.1M Sell
517,839
-552,717
-52% -$26.3M 0.53% 51
2022
Q1 		$51.9M Buy
+1,070,556
New +$54.7M 1.02% 18

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
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Brookstone Capital Management's FBND Position: Q2 2026 in Review

Brookstone Capital Management increased its Fidelity Total Bond ETF (FBND) stake by 7% in Q2 2026, buying an estimated $2.68M and bringing the position to 894,979 shares worth $40.7M. The position accounts for 0.41% of the portfolio, ranked #59.

Brookstone Capital Management first reported a position in FBND in Q1 2022 and has held it in 18 quarters since. The position peaked at $51.9M in Q1 2022. 143 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Brookstone Capital Management held 894,979 shares of Fidelity Total Bond ETF worth $40.7M as of Q2 2026.
  • Brookstone Capital Management bought 58,757 Fidelity Total Bond ETF shares in Q2 2026, an estimated $2.68M.
  • Fidelity Total Bond ETF made up 0.41% of Brookstone Capital Management's portfolio in Q2 2026, its #59 holding.
  • Brookstone Capital Management first reported a position in Fidelity Total Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Brookstone Capital Management's Fidelity Total Bond ETF position peaked at $51.9M in Q1 2022.
  • 143 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.