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

Buttonwood Financial 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 		$19.4M Buy
426,451
+19,324
+5% +$881K 5.9% 3
2026
Q1 		$18.6M Buy
407,127
+24,162
+6% +$1.11M 6.22% 2
2025
Q4 		$17.6M Buy
382,965
+5,950
+2% +$276K 5.88% 3
2025
Q3 		$17.4M Buy
377,015
+106,399
+39% +$4.89M 6% 3
2025
Q2 		$12.4M Sell
270,616
-2,068
-0.8% -$93.6K 4.97% 3
2025
Q1 		$12.4M Buy
272,684
+16,921
+7% +$766K 5.47% 2
2024
Q4 		$11.5M Buy
255,763
+25,113
+11% +$1.15M 5.05% 4
2024
Q3 		$10.8M Buy
230,650
+16,620
+8% +$768K 4.7% 4
2024
Q2 		$9.62M Buy
214,030
+26,988
+14% +$1.21M 4.54% 5
2024
Q1 		$8.47M Buy
187,042
+41,324
+28% +$1.88M 3.98% 7
2023
Q4 		$6.71M Buy
145,718
+117,343
+414% +$5.18M 3.66% 7
2023
Q3 		$1.24M Buy
28,375
+9,715
+52% +$434K 0.78% 37
2023
Q2 		$848K Buy
+18,660
New +$854K 0.53% 48

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

Buttonwood Financial Advisors's FBND Position: Q2 2026 in Review

Buttonwood Financial Advisors increased its Fidelity Total Bond ETF (FBND) stake by 4.7% in Q2 2026, buying an estimated $881K and bringing the position to 426,451 shares worth $19.4M. The position accounts for 5.9% of the portfolio, ranked #3.

Buttonwood Financial Advisors first reported a position in FBND in Q2 2023 and has held it in 13 quarters since. 195 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Buttonwood Financial Advisors held 426,451 shares of Fidelity Total Bond ETF worth $19.4M as of Q2 2026.
  • Buttonwood Financial Advisors bought 19,324 Fidelity Total Bond ETF shares in Q2 2026, an estimated $881K.
  • Fidelity Total Bond ETF made up 5.9% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • Buttonwood Financial Advisors first reported a position in Fidelity Total Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 195 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

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