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Caliber Wealth Management (Kansas)’s Fidelity Total Bond ETF FBND Stock Holding History

Caliber Wealth Management (Kansas)’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 		$393K Buy
8,630
+131
+2% +$5.98K 0.04% 210
2026
Q1 		$388K Buy
8,499
+105
+1% +$4.84K 0.04% 196
2025
Q4 		$386K Buy
+8,394
New +$390K 0.04% 195

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
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
MG
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

Caliber Wealth Management (Kansas)'s FBND Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Fidelity Total Bond ETF (FBND) stake by 1.5% in Q2 2026, buying an estimated $5.98K and bringing the position to 8,630 shares worth $393K. The position accounts for 0.04% of the portfolio, ranked #210.

Caliber Wealth Management (Kansas) first reported a position in FBND in Q4 2025 and has held it in 3 quarters since. 373 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 8,630 shares of Fidelity Total Bond ETF worth $393K as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 131 Fidelity Total Bond ETF shares in Q2 2026, an estimated $5.98K.
  • Fidelity Total Bond ETF made up 0.04% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #210 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Fidelity Total Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 373 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.