Brown Financial Advisory’s Fidelity Total Bond ETF FBND Stock Holding History

Brown Financial Advisory’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	–	Sell	-11,473	Closed	-$523K	–	50
2026 Q1	$523K	Sell	11,473 -2,812	-20%	-$130K	0.26%	27
2025 Q4	$658K	Hold	14,285	–	–	0.33%	21
2025 Q3	$661K	Sell	14,285 -2,002	-12%	-$91.9K	0.35%	21
2025 Q2	$745K	Buy	16,287 +2,585	+19%	+$117K	0.41%	20
2025 Q1	$625K	Buy	+13,702	New	+$621K	0.39%	22

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 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

Brown Financial Advisory's FBND Position: Q2 2026 in Review

Brown Financial Advisory sold out of Fidelity Total Bond ETF (FBND) in Q2 2026, closing a stake of 11,473 shares — an estimated $523K sold.

Brown Financial Advisory first reported a position in FBND in Q1 2025 and held it in 5 quarters. The position peaked at $745K in Q2 2025. 412 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Brown Financial Advisory reported no remaining Fidelity Total Bond ETF position as of Q2 2026 after selling out during the quarter.
Brown Financial Advisory sold 11,473 Fidelity Total Bond ETF shares in Q2 2026, an estimated $523K.
Brown Financial Advisory first reported a position in Fidelity Total Bond ETF in Q1 2025 and held it in 5 quarters.
Brown Financial Advisory's Fidelity Total Bond ETF position peaked at $745K in Q2 2025.
412 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Brown Financial Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.